Transform Your Home, Transform Your Life
A Comprehensive Financial Planning Approach
Chiltern Consultancy stands as an independent financial planning firm, dedicated to providing comprehensive solutions tailored to your evolving financial needs. With expertise spanning investments, pensions, and protection, our mission is to empower you to navigate financial complexities and achieve your financial goals.
What Sets Us Apart?
Unlike many traditional financial advisors, we take a holistic approach to wealth management, encompassing all key aspects of your financial well-being. Our team of experienced professionals will work with you to understand your unique circumstances, goals, and aspirations. We believe in open communication and collaboration, partnering with you every step of the way.
Investments
- Comprehensive portfolio analysis and construction
- Tailored investment strategies based on your risk tolerance and goals
- Regular portfolio reviews and market updates
Pensions
- Comprehensive pension reviews and valuations
- Guidance on maximizing your pension savings
- Pension tracing and consolidation services
Protection
- Comprehensive risk assessment and insurance planning
- Review of existing insurance policies and potential gaps
- Guidance on managing potential financial risks
Our Services
Our comprehensive range of services includes:
- Business Protection: Succession planning, employee benefits review, risk mitigation strategies.
- Later Life Care: Retirement planning, long-term care planning, estate planning.
- Employee Benefits: Pension scheme review, employee protection planning, salary structuring advice.
- General Estate Planning: Will creation, power of attorney, trust establishment.
Our People
Our team consists of highly qualified and experienced financial planners, investment analysts, and client service professionals. We are passionate about helping our clients achieve financial success and peace of mind.
Contact Us Today
At Chiltern Consultancy, we believe in the power of personalized financial planning to create a secure and prosperous future. Get in touch with us today to schedule a complimentary consultation and discuss your financial goals with one of our experienced advisors.
Overall Experience
The reviewers have had mixed experiences with the service, with some having positive interactions and others being disappointed.
Positive Interactions
Some reviewers have praised the professionalism and quality advice provided by the team, specifically highlighting their expertise in investment and long term planning.
Negative Interactions
On the other hand, some reviewers have reported poor communication, with one instance of a promised call back that never materialized, leading to a decision to seek services elsewhere.
Awards and Recognition
The consultancy has received recognition for its excellence in the provision and communication of advice and financial products through the workplace, having been awarded HIGHLY COMMENDED in the category Best Adviser, Auto Enrolment Proposition at the Corporate Adviser Awards 2016.
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