Founded in 2003 as Chiltern Consultancy Ltd, we have been successfully advising individuals/families and corporate clients in all areas of financial advice ever since. In 2025, we took the decision to become part of Perspective, enabling our clients to benefit from their greater scale.
Our financial planners and research staff are highly qualified, meaning we can offer comprehensive advice on a wide range of complex financial issues. In addition, our experienced administrators form an integral part of our close-knit team, so together we can serve you with professionalism and integrity.
We believe it is very important to get to know you personally, as well as to understand your financial concerns, so that we can advise you properly. We also take time and trouble to make sure that each client is looked after by the most appropriate member(s) of our team. Please click here if you would like to know a little more about us as individuals.
If you would like an initial consultation, without charge or obligation, with any of our financial planners, please contact us to arrange a convenient time. Thereafter we are confident that we can help you to make the right decisions about key aspects of your financial life.
Why Choose Us?
We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare/manage your retirement provisions, look at inheritance tax and later life care planning, or review your protection arrangements, our highly qualified financial planners can assist you in achieving your financial goals. We also have specialists that can advise on business protection arrangements, workplace pension schemes, and pensions in divorce.
The Financial Conduct Authority does not regulate Taxation and Trusts.