Chestergate Financial Planning Limited

Independent Financial Adviser 91 Crane Street, Salisbury, Wiltshire, SP1 2PU
FCA verified
13th August 2018
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
Meet our advisers
adviser-person
Robert Gerwat
Chartered Financial Planner
adviser-person
Peter Moss
Director
Where to find us
About us

We provide a comprehensive wealth management service for a select number of private clients and their families. Effective wealth management involves combining financial planning principles with intelligent investment strategies. This is the foundation of our service offering.

Our process begins with a clear understanding of your current circumstances, needs and future requirements. We then create your personalised financial plan, supported by a robust investment strategy that balances risk and return to ensure you achieve your objectives.

Our services

The outcome of our approach is a single integrated view of your finances; bringing together the investments and plans you have accumulated over the years into a cohesive strategy aligned to your objectives. At regular intervals we will review your affairs, re-evaluating your wealth planning requirements and ensuring you remain on track and in control.

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

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