Chiltern Consultancy Ltd

Independent Financial Adviser  Whitehouse Avenue, Borehamwood, WD6 1HD
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FCA authorised
Last authorised 13th September 2021
We listen to you, and help you put the financial foundations in place so your money will outlast 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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Michael Ross
Chartered Financial Planner
About us

We are fully independent financial planners who help individuals and companies in North West London, Herts, and Bucks.

Our advisers can come out to see you, or if you prefer, at our head office in High Wycombe.

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.

This is exactly what you can expect as a client when dealing with Chiltern Consultancy.

For companies, we also have a dedicated auto-enrolment division you can take away the headache of setting up and running a workplace pension.

Our services

We offer a comprehensive financial planning service, working with people to craft a clear vision for their future, design a bespoke financial plan to achieve the outcomes they need, and help navigate any obstacles.

To make sure our plans are robust we test them using lifetime cashflow modelling.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face

Whitehouse Avenue, Borehamwood, WD6 1HD

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