Chilvester Financial was established in 1999 to provide high quality, sustainable and consistent independent financial advice to individuals and small businesses. Over the years, the business has grown to a multi-adviser practice with a range of in-house specialisms.
We are not selective about who we will speak to. We believe that most people will benefit from a discussion with us. We can advise you on anything from a short term financial objective to the creation of a lifetime financial plan, followed up with regular reviews.
You’ll get our help to review your existing financial situation and needs and then receive a realistic assessment with ideas of how best to achieve your goals. Whatever your demands, we are happy to tailor our service to suit you.
We are a North Wiltshire based firm predominantly covering Wiltshire, Oxfordshire and South Gloucestershire however we do have clients across the UK. Meetings can be arranged to suit you, either at our offices, your home or at your place of work. We also have video conferencing facilities.
We will always give you an indication of what we would expect to achieve and full details of the costs involved before we commence work on your behalf so you’ll know exactly ‘what’ and ‘why’ before you agree to anything. Your initial consultation is at our cost, there’s no charge to you and no obligation to proceed further. If you would like to arrange an initial meeting, please contact us.
What makes us different
We have been awarded the highly prestigious designation of Chartered Financial Planners which only a minority of firms across our profession have achieved. This demonstrates that we are committed to the highest level of professional standards and it confirms our adherence to ethical good practice. It signifies to our customers that we are very serious in our pursuit of the highest standards.
We are fully independent which means that we are not tied to any financial organisation. This means that we will recommend the most suitable solutions from across the whole marketplace to suit your needs.
Our fee based practice means that our clients benefit from a clear, affordable and fair charging structure. We are remunerated for the advice we give rather than for product sales which encourages our service driven ethos across the whole company.
We pride ourselves on providing a professional financial advisory service of the highest standard with the emphasis on meeting your ongoing needs and being available to provide advice in a common-sense and easy to understand manner.
We have a small but stable team which means that you are always talking to the same people. However, we are a large enough team to have in-house specialists in a number of fields and there is always someone available to help you.
Accolades received from clients and fellow professionals reinforce our reputation for providing high quality and professional financial advice to individuals and small businesses alike.