Chatfield Private Client Ltd

Independent Financial Adviser Edgbaston Golf Club, 25 Church Road, Edgbaston, Birmingham, West Midlands, B15 3TB
FCA verified
11th February 2019
We believe the financial services industry should make money for you, not from you.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Adrian Pickersgill APFS, CFP
Philip Challinor APFS, CFP
Where to find us

Edgbaston Golf Club, 25 Church Road, Edgbaston, Birmingham, West Midlands, B15 3TB

About us

Chatfield provides financially established individuals and trustees with bespoke and impartial financial planning advice. Our focus is on you; your peace of mind, your confidence in your financial future and your long-term plans. We provide an ongoing service year after year and our approach is deliberately different to what most people expect.

Our services

Being able to clearly and simply show you and explain the shape of your financial future is our greatest strength. The charts produced in the cashflow planning software we use elegantly show your financial future and answer the really important questions in life, such as:

- When can I afford to retire?
- How much can I spend without ever running out of money?
- How much investment risk do I need to take to achieve my objectives?

Most people have never seen their finances in such simplicity before or felt such a tangible connection to their finances.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Chatfield Private Client Limited is authorised and regulated by the Financial Conduct Authority

Similar advisers near you

Independent Financial Adviser 0.78 mi
Independent Financial Adviser 0.87 mi
Independent Financial Adviser 1.07 mi
Impartial, bespoke financial planning and wealth management. Specialising in personal and corporate Investments, Retirement Planning and Inheritance Tax advice.
Independent Financial Adviser 1.59 mi
Award winning chartered financial planning firm giving quality independent advice