Chiltern House Limited

Independent Financial Adviser 2 The Courtyard, Eastern Road, Bracknell, Berkshire, RG12 2XB
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th July 2019
Awarded the highly regarded Chartered Financial Planners status, Chiltern House provides a personalised service to all its clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
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
Rod Marr
Financial Adviser
adviser-person
Ed Bevington
Financial Adviser
adviser-person
Mark Jarvis
Financial Adviser
adviser-person
Ernie Brown
Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
Kevin Puryer
Independent Financial Adviser
Where to find us

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

Make an enquiry
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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