Meet the team

Tony Capener : Director, Chartered Financial Planner

Tony Capener

Director, Chartered Financial Planner

Tony established Chilvester in 1999 having worked as an IFA prior to then.

He is a Chartered Financial Planner, an Associate of the Personal Finance Society and is accredited by the Society of Later Life Advisers (SOLLA).

Tony's main interest is the investment and retirement planning aspects of financial planning and he is our Trust speciailist.

Andy Tottman : Director, Financial Planner

Andy Tottman

Director, Financial Planner

Andy came to Chilvester in 2012 and joined the Board a couple of years later. With a background in the banking sector, one of Andy’s key area of expertise is in corporate financial planning and he is the lead adviser in our workplace pensions proposition.

Sam Binstead : Director, Chartered Financial Planner

Sam Binstead

Director, Chartered Financial Planner

Sam joined Chilvester in 2011 having previously worked for a large life assurance company. Sam is a Chartered Financial Planner and carries the Pension Transfer Specialist qualification. He chairs our Investment Committee and, whilst he advises on all areas of financial planning, his key area of interest is retirement planning.

Simon Foreman : Financial Planner

Simon Foreman

Financial Planner

Simon joined the firm in 2005 with an IFA background. He predominately advises on investments and pensions with particular interests in the aspects of financial planning relating to divorce arrangements and later life care.

David Jones : Financial Planner

David Jones

Financial Planner

David is a Financial Planner with Chilvester advising clients on all matters surrounding pensions and investments.  He joined our adviser team in 2016 following many years with a major UK bank.

Alex Corbett : Financial Planner

Alex Corbett

Financial Planner

Alex has a background in employee benefits & pensions and now provides independent financial advice to clients on both business and personal finance matters.  Immediately prior to joining us, Alex worked in a technical role with another local IFA.

Becky Burchell : Financial Planner

Becky Burchell

Financial Planner

Sally Bailey : Paraplanner

Sally Bailey

Paraplanner

Ian Stone : Compliance & Investment Administrator

Ian Stone

Compliance & Investment Administrator

Michael Rough : Client Relationship Manager

Michael Rough

Client Relationship Manager

Gill Shanley : Client Support Administrator

Gill Shanley

Client Support Administrator

Jessica Tottman : Client Support Administrator

Jessica Tottman

Client Support Administrator

Mary Capener : Finance Manager

Mary Capener

Finance Manager

Nickie Binstead : Accounts Manager

Nickie Binstead

Accounts Manager