Chestergate Financial Planning Limited

Independent Financial Adviser 91 Crane Street, Salisbury, Wiltshire, SP1 2PU
FCA verified
15th October 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
Robert Gerwat
Chartered Financial Planner
Peter Moss
Where to find us

91 Crane Street, Salisbury, Wiltshire, SP1 2PU

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

Similar advisers near you

Independent Financial Adviser 0.21 mi
We use state of the art technology and services to provide our clients with the best possible advice.
Independent Financial Adviser 0.24 mi
We provide straight forward, plain talking, independent financial advice and have done for over 30 years. Integrity, transparency and clarity.
Independent Financial Adviser 0.26 mi
We provide professional independent financial planning and investment advice to private individuals and businesses, with free initial consultation.
Independent Financial Adviser 0.29 mi
We focus on meeting client needs using the latest technology and cash flow modelling for Investment, Retirement & Estate Planning