Looking to secure your financial future?

About Us

Based in Stokenchurch, Buckinghamshire.
We offer a comprehensive, independent financial advice service for all your
Investment, Pension, Protection and Planning needs.
We are -

• Independent Financial Advisers
• Established in 2003
• Directly regulated by the Financial Conduct Authority
• Consisting of a team of 27 including -
• 9 Advisers, 5 of whom are Chartered, with over 300 years combined experience
• A highly qualified paraplanning (research) team of 12
• 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 –

• £410m 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.