Following the government advice we have temporarily closed our Chiltern House office. In order to help with all communications during this period of time please use our newly created direct dial facility to contact our team members.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their direct contact telephone number. For further contact details please see our "Get in Touch" page.
Mobile. 07770 747495
Mike has a client base that has been established over 30 years in Financial Services. His focus has been mainly on corporate clients where group personal pensions and a range of employee benefits are offered. He also provides advice to high net worth individual clients on investments and pensions. Most of his career has been in a managerial capacity including compliance, training & development and establishing businesses with the focus being the marketing and distribution of financial services.
Mike is married with two grown up children and has always retained his interest in sports and is a very keen golfer.
Mobile. 07721 336967
His advisory skills centre on retirement planning to ensure that clients are making the most of their pension and investment assets. This type of planning incorporates the lead up to retirement, the period during retirement and later life planning also. In undertaking this work there are often other considerations that come into play such as inheritance tax planning and protection and Shaun’s experience in these matters has proven invaluable.
Advice in the above areas requires a diligent and personal approach which is something that Shaun has become well known for, not only amongst his own clients but also with the accountancy and solicitor firms he works with to provide financial advice to their clients. This range of skills enable Shaun to provide comprehensive financial advice to personal clients and business clients alike, something which has proven extremely useful as more and more nowadays these two areas of client's lives are inextricably linked.
Shaun is married with two (adult) children, and he enjoys playing golf and foreign travel.
Mobile. 07782 390218
In 2015 Angela became a Director of Chiltern Consultancy, taking responsibility for the compliance function of the practice. She also provides technical support and client liaison on cases, as well as being responsible for Chiltern's clients who sponsor Workplace Pension Schemes and Employee Benefits.
Outside of the office, Angela is a keen sports enthusiast; she plays league hockey for her local team and is a keen runner, completing the London Marathon in April 2018.
Mobile. 07507 765722
Substantial experience of developing marketing collateral through, websites, social media, digital and print campaigns, brochures and catalogues and event management all to demanding deadlines.
Frank is married with 3 grown up children, City & Guilds HND (Hons) in Printing and is interested in all sports, an ex Semi-Pro footballer, FA Level 1 and 2 Qualifications, a Grade 3 Referee, and also a keen golfer.
Mobile. 07890 940823
In 2003 Wayne was approached by Grant Thornton to join their asset management division to look after the discretionary investment funds of high net worth individuals, charities and pension schemes. From there, he moved into the broader financial advice arena and it was only a matter of time before the attraction of operating as a truly independent financial adviser became too hard to resist. Wayne joined Chiltern Consultancy in March 2010 and is Chair of the Investment Committee. He oversees the investment process and research functions, as well as providing a bespoke solution to meet client expectations. He is a Chartered Fellow of the Chartered Institute of Securities and Investments, holding (amongst others) the level six Diploma in Investment Compliance.
When not following the fortunes of the Stock Market, Wayne turns his attention to his beloved Fulham FC and at the weekend can be seen out with his two children "rolling old-skool" on whichever of his 1980's BMX bikes takes his fancy.
Mobile. 07774 264356
• Protecting personal and business assets – building & implementing strategies for Retirement & later life, including workplace retirement exit planning.
• Estate advice – including wealth creation, investment portfolio construction, helping Trustees meet their obligations, later life care & financial wellbeing, supporting individual’s and their attorneys to meet objectives, equity release, lifetime mortgages in support of care or financial independence with on-going requirements.
Through a holistic approach, Nick helps his clients to consider and define their individual or business planning objectives. He explains the options available and supports clients in making informed choices that provides confidence for their financial future. Nick is a keen swimmer and motorcycle tourer, he recently renovated an old BMW R80, as well as a lifelong rugby enthusiast. Having played for High Wycombe RUFC for over 25 years, former Chairman, now honorary Life Vice President. Nick has finally hung up his boots, but supports his local club and his sporting interests mean that he doesn’t have much time for his other passion – supporting the Campaign for Real Ale (CAMRA). However, he has succeeded several times in combining these pursuits by helping organise fundraising beer festivals for his village & rugby club.
Mobile. 07801 492888
Stuart obtained a Master of Engineering degree from the University of Southampton in 1998 and worked in the automotive engineering sector for several years before switching to financial services in 2005, initially working for a major bancassurer. In the same year he was awarded the Worshipful Company of Insurer's annual prize for achieving the best results in the country in his Certificate in Financial Planning exams. The independent advice sector beckoned and he joined Chiltern Consultancy in 2006.
He works closely with clients to help them achieve their long-term financial planning goals and objectives. True to his engineering origins he focuses on the practical application of planning technicalities and strives to bring these to life in a readily understandable way.
In the little spare time available that is not taken up by his young family Stuart is a keen wine enthusiast and he holds a Diploma in Wine and Spirits.
Mobile. 07514 259727
In 2004, Stuart and his family moved ‘down south’ from Birmingham, at which time he began providing face-to-face advice to clients and he joined Chiltern Consultancy in May 2011. He is passionate about providing tailored, holistic advice to his clients, and adding value over time through long term relationships. His clients include those in the accumulation stage of their financial life, through to clients who are enjoying retirement. A large proportion of his time is spent with clients who are planning the transition into retirement; a process which enables clients to better understand the resources that they have built, and how they can be used efficiently. Stuart’s advice often involves the use of cashflow modelling which helps to bring the financial planning process to life.
Outside of the office, Stuart enjoys most sports, and recently came out of cricketing retirement and he has enjoyed what can only be described as "intermittent" success.
Mobile. 07872 382322
Later he worked as a specialist tax and investment adviser for two AIM listed independent financial advice companies. He also has over twenty-three years’ experience as an independent financial adviser; 11 of these as a business owner.
Peter is a Chartered Tax Adviser and an Associate Member of the Institute of Bankers. In 1999 he qualified as a Certified Financial Planner, an internationally recognised financial planning qualification, granted now by the Chartered Institute for Securities and Investment. Peter advises personal and professionally introduced clients and specialises in holistic lifestyle planning, investment portfolio construction, trust planning and solutions designed to reduce the burden of income tax, capital gains tax and inheritance tax.
Peter's diverse background and experience is greatly valued by his clients where thinking outside the norms of financial planning is paramount. Peter works remotely from Chiltern’s Stokenchurch office having clients across the south of England and in Greater London.
Mobile. 07789 220116
Edward joined Chiltern Consultancy in 2006 and now specialises in retirement planning. In order to provide a more holistic service for clients he works closely another Chiltern adviser, Peter Smith. Edward is Diploma qualified and is working towards his Chartered status.
Mobile. 07859 032287
Michael’s qualifications allow him to take a truly holistic approach to financial planning which, in turn, help him to help clients experience a more meaningful life. This approach is also key when clients face difficult financial decisions about their long term financial security as Michael can confidently help them to identify and achieve the future they want.
Michael can help clients feel in control of their finances and make sense of all their pensions investments and protection polices they have accumulated over the years by presenting them with a simple, well organised tax efficient financial strategy to achieve the life they want as soon as possible.
His clients are:
• Professionals and self-employed people with a pressurised life who need to ensure their own and their children’s future.
• People planning to leave the treadmill, who often don’t know what to do or be next and need to remain financially secure come what may.
• Existing retirees who need to ensure their financial security while helping their children.
• People who have inherited money.
• People planning for later life.
Michael lives in Hertfordshire with his wife Sharon and three young children. He loves taking them on camping holidays in France, Italy and the Peak District to experience the wide open spaces and mountains. He has an interest in classic cars, and to relax he does Pilates and loves gardening.
Mobile. 07850 346959
She provides truly comprehensive financial planning using a cash flow modelling tool called Truth. Financial planning is all about helping clients achieve and maintain their desired lifestyle with the confidence they will not run out of money or die with too much!
Clients discover that having an understanding of, and taking control of their finances is a fantastically empowering experience and should be one that everyone undertakes.
In her non-working life Joanna is a keen violin player and joins every amateur orchestra she can. She also runs a small professional orchestra based in Taunton in which she is not good enough to play! Her two collie dogs are huge part of her life and a reason to get out in the beautiful Oxfordshire countryside every day come rain or shine.
Mobile. 07796 132798
Tony holds the Diploma in Regulated Financial Planning as well as being qualified to provide advice on long term care and equity release. He is a member of the Personal Finance Society and the Chartered Insurance Institute and working towards becoming a Chartered Financial Planner and Fellow of the Chartered Insurance Institute. Tony really enjoys helping others make sense of their finances and put in place medium to long term goals which can help clients to reduce the anxiety around their plans and ensure they don't run out of money. He focuses on building long term trusted relationships by offering client focused advice services specifically tailored to clients in Oxfordshire and the surrounding areas.
When not providing financial advice Tony enjoys being run ragged by his two young daughters and is passionate about health and fitness. As a keen marathon runner and Ironman Triathlete, Tony coaches endurance athletes and first time marathon runners as well as helping people to live healthier lifestyles.
Tony believes in the importance of working on the three healths, Physical Health, Mental Health and Financial Health.
“I help clients take control of their financial wellbeing so they become healthier and more financially resilient, leaving them to worry less and enjoy life more.’
Since 2008 Richard has worked specifically as a paraplanner, supporting one or more advisers and their associated clients. He joined Chiltern in January of 2014. He achieved his Advanced Diploma in June 2014 and as a result obtained Chartered Financial Planner status. He subsequently, in May 2018, became a Fellow of the PFS and CII.
Richard currently heads up the Paraplanning team at Chiltern as well as providing direct paraplanning support for Mike Foster and is one of the company’s appointed Pension Transfer Specialists.
Outside of the office, Richard enjoys most sports and he embarks on regular walking holidays and in June 2019 “survived” the Inca Trail.
After becoming a casualty of a round of banking redundancies in 2012, Sue took a change of direction to become a paraplanner joining Chiltern Consultancy in May 2013. In this new role she provides full support to the clients of one of the directors of Chiltern Consultancy, Shaun Clarke. Her ten years of experience as an adviser puts Sue in an excellent position to provide exactly the right amount of support at exactly the right time. She continues to build on the existing client relationships and clients really do value her attention to detail and highly personalised communications.
Sue is married with two children. In her spare time she enjoys supporting her daughter in achieving her dancing exams and competing in dance competitions, which takes them all over the country. She also enjoys spending time with family and friends.
Noel is Married with two young children and is a lover of most sport especially football and golf (on a good day). He spends most of his spare time with his family and friends and on occasion does not mind a good Jigsaw puzzle.
After graduating he moved back home, and was offered a temporary job within a small IFA firm after impressing his employer he was offered a full-time role. This is where Ameen decided working in financial services was the right choice for him and embarked on his career. Since joining Chiltern in 2016 he has subsequently become Diploma qualified and has now started the transition as a Financial Adviser.
Matt was awarded a golf scholarship in North Carolina alongside this he completed his B.A. in Business management, and went on to further his education with a Masters of Business Management. In his spare time Matt enjoys playing golf, going to the gym and walking his dog.
She joined Chiltern Consultancy in December 2019 as a paraplanner working with two of it's Advisers and is diploma qualified.
Suzanne is married with three children who she enjoys spending time with.
Outside of work Sue has become very involved with the ‘Hearing Dogs for the Deaf’ and looks after the dog allocated to her whilst specialist training is provided, which will eventually see the dog placed with someone who requires it for companionship, safety and awareness. Sue feels this is particularly rewarding and has kept in touch with the recipients of the dogs she has looked after.
Prior to working with Mike and then Chiltern, Stacey worked as a buyer for Johnson & Johnson for many years before starting a family. She enjoys keeping fit and healthy and belongs to a local gym where she regularly attends various exercise classes. When she is not in the gym or at work she enjoys holidaying with her family at her house in Bulgaria.
Her new role is focussed solely on making sure that corporate clients that we have advised and implemented a new ‘workplace pension’ scheme for, meet all aspects of what is required by The Pensions Regulator (TPR) at all times. In relation to these types of pensions there is some very specific administration needed at the point the scheme is set up and on an on-going basis. Employers must adhere to these requirements in order to remain compliant with the ‘workplace pension’ rules and that is where Estelle comes into her own.
Estelle’s work background before Chiltern Consultancy was in bookkeeping/accounts administration, something that has proven extremely useful in her new pension administration role.
Estelle is married with 2 grown up sons and outside of work she enjoys walking her dog and weekly Pilates.
Mobile. 07916 279502
Having known Nick Kidby and Mike Foster for some 30 years through his career at Providence Capital / Old Mutual, Robin was asked if he would consider joining Chiltern Consultancy to provide Nick support with help to build and develop client relationships. This he eventually did, joining Chiltern Consultancy in February 2017 eager to continue his career supporting Investment and Retirement needs with successful self-employed or small Limited Company’s business owners. Nick and Robin take pride in providing a logical common-sense approach by developing solutions for those clients that require flexibility so they can make the best choices for their future.
Robin’s hobbies involve some sport (but he says he must be practical at 60!) he manages to find time to walk, enjoy his gardening, cooking with Dee as well as their love of Foreign Travel, not forgetting Grandpop’s duties with his 13-month-old Grandson Teo!
Outside of work she loves spending time with family & friends, walking her slightly loopy Chocolate Labrador and going on holidays that make up for not going travelling. So far managing to tick 26 countries off her ever-growing list. She is also a keen photographer and has completed a silver jewellery making course.
She then set up home in San Francisco and lived there for almost 10 years. While living in the US she worked in various roles, starting (as most Americans do) as a waitress, going onto become the manager of a small Italian restaurant. She took a change in career and began work in a Real Estate office, as a Property Manager Co-ordinator, then moved on to become a Resident Manager of a 52 home Condominium complex.
In 1993 she moved back to England with her twin daughters and met her husband and now has a son.
In April 2018 Carol joined Chiltern Consultancy on a part time basis as a Receptionist.
Carol likes to socialise with friends and family, is an active member of her village Fayre committee and still has a love of travel and takes advantage, as much as possible, to visit parts of the world she hasn’t yet seen.