Welcome to Chiltern Consultancy

About Us

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

  • Independent Financial Advisers
  • Established in 2003
  • Directly regulated by the Financial Conduct Authority
  • Consisting of a team of 26 including -
  • 9 Advisers, 5 of which are chartered, with over 300 years combined experience
  • A paraplanning (research) team of 10
  • 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 over –

  • £400m 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.