Chiltern Consultancy IFAs

Introduction

Chiltern Consultancy forms part of Bates Investment Services Ltd which is one of the largest independent financial advisers in the UK.   Chiltern Consultancy provides bespoke financial planning solutions through highly qualified financial practitioners, in-house technical specialists and extensive research facilities.

Our areas of expertise include:

• Investments, onshore and offshore
• Pension planning
• Inheritance tax planning
• Mortgages
• Personal protection
• Equity release
• Long term care
• Employee benefits
• Corporate planning services

We provide financial direction and leadership to both corporate and private individuals, and we like to develop client relationships for the long term.   In short - we aim to make our clients wealthier and protected against crisis by developing and regularly reviewing their financial plans.

Being fully independent we have the whole market place of financial services products to choose from, enabling us to offer the best and most cost-effective solutions.   We maintain a strict programme of continued professional development allowing us to offer advanced recommendations and best advice.

All of our initial client meetings are at our expense to see how we may help and guide our clients through any complex financial decisions.  

Contact details

Peter Clarke, Dip PFS, MSc (Econ)
Chiltern Consultancy Ltd
Merlin House
Lancaster Road
High Wycombe
HP12 3PY

T: 01494 451441
F: 01494 531183
M: 07939 034293
pclarke@chilternconsultancyltd.com
www.chilternconsultancyltd.com

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