Welcome to Chiltern Consultancy
Based in Stokenchurch, Buckinghamshire.
We offer a comprehensive, independent financial planning service for all your
Investment, Pension and Protection needs.
We are -
- Independent Financial Advisers
- Established in 2003
- Directly regulated by the Financial Conduct Authority
- Consisting of a team of 26 including -
- 14 Advisers, 6 of which are chartered, with over 300 years combined experience
- A paraplanning (research) team of 8
- Pension and employee benefits administration
- An in house investment committee
We provide personal and corporate financial planning to -
- Over 4,500 individual clients
- Over 100 companies
We look after –
- £300m of client investment assets
Truly holistic financial advice is not common. It requires independence combined with a creative approach and input from specialists where necessary.
In addition, the ability to work closely with clients’ other professional advisers, such as their accountant or lawyer, is crucial to delivering the very best client outcomes.
This is exactly what you can expect as a client when dealing with Chiltern Consultancy.