Chiltern House Limited

Independent Financial Adviser 2 The Courtyard, Eastern Road, Bracknell, Berkshire, RG12 2XB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Awarded the highly regarded Chartered Financial Planners status, Chiltern House provides a personalised service to all its clients.
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • 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
    • Long term care
Meet our advisers
adviser-person
Kevin Puryer
Independent Financial Adviser
adviser-person
Rod Marr
Financial Adviser
adviser-person
David Shepherd
Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
John Harper
Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
Keith Fisher
Financial Adviser
adviser-person
Ed Bevington
Financial Adviser
adviser-person
Mark Jarvis
Financial Adviser
adviser-person
Ernie Brown
Financial Adviser
Accreditations
Chartered Financial Planner
Where to find us

2 The Courtyard, Eastern Road, Bracknell, Berkshire, RG12 2XB

Contact us
About us

Chiltern House is recognised by its highly regarded Chartered Financial Planners status. Benefitting from many years of financial services experience within the Company, Chiltern House Limited offers a specialised financial planning service for Individuals and Companies. This includes pre and post Retirement Strategy, Investments and Estate Planning, together with a range of services designed for the Corporate Sector. Advisers are supported by a highly experienced team, emphasising our focus on providing excellence of service to our clients.

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

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