Chiltern Consultancy Ltd

Welcome to Chiltern Consultancy 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. We pride ourselves on the fact that the majority of our clients are referred to us by accountants and law firms and we believe that the strength, depth and competitiveness of our proposition really does separate us from the crowd. Our approach is based on cultivating longer term relationships between client and adviser. By calling on the wide ranging expertise of our in-house specialists and associated professionals, our advisers provide clients with the right advice at the right time. It is a simple principle. Our services include the following:- •Retirement Planning
 When do you want to retire and how much income will you need? •Protection Planning How much cash would your family or business need if you die prematurely or if you suffered a serious illness or disability? •Investment Planning
 Are you making the best use of your capital or surplus income and are you maximising the various allowances and tax breaks that are available to you? •Estate Planning
 More families than ever are needlessly paying inheritance tax, when was the last time you had the position assessed for your family? •Auto Enrolment & Employee Benefits
 The biggest single piece of employment legislation (Auto-Enrolment) comes into force for the majority of employers during 2014 and 2015. Have you done everything necessary to ensure your company is compliant with these changes? •Mortgages
 Most people with a mortgage have benefitted from the prolonged low interest rate environment but what will happen when rates rise or their current deal expires? [email protected] or 01494 451441