Chatfield Private Client Ltd

Independent Financial Adviser  Edgbaston Golf Club, Birmingham, West Midlands, B15 3TB
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FCA authorised
Last authorised 30th November 2020
We believe the financial services industry should make money for you, not from you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Philip Challinor APFS, CFP
Director
Adrian Pickersgill APFS, CFP
Director
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.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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