Chiltern Consultancy

Tel. 01494 451 441 | Email. Enquiries@Chilternconsultancyltd.com | © Chiltern Consultancy

High end financial advice is a multi-disciplinary service. The interplay between wealth creation, taxation and legal structure demands a broader advisory perspective.

We are very aware that many Professional firms recognise that their clients have financial services requirements best served by an appropriately qualified adviser. However, for a variety of reasons, the majority of Professional firms do not operate an in-house financial services arm.

We are proud that many firms choose to refer their clients to Chiltern, citing our culture, professionalism and team based approach as key reasons for their decision.

Using leading CRM software, developed by our associated company Infront Connections, we can offer a fully outsourced financial services proposition for Professional Firms. Importantly, this includes support in managing the complex compliance and regulatory issues involved in referring clients to an Independent Financial Adviser. We can also offer a range of other supporting initiatives for the firm such as;

Client Planning Workshops

Technical Updates

Regular Financial Services Briefings

Joint Seminars

The result is a commercially viable financial services relationship providing your clients with high quality advice and a personal service.

Chiltern Consultancy is a trading name of Bates Investment Services Ltd, which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of the Money Portal plc.

Bates Investment Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 154229.

The information and content of this site is intended for UK consumers only and is subject to the UK regulatory regime.

Bates Investment Services Ltd. Registered Office 1 Threadneedle St, London EC2R 8AY. Registered in England and Wales No. 3434648.