Chilvester Financial

Independent Financial Adviser  Angel House, Marlborough, Wiltshire, SN8 1AA
First meeting at adviser's own cost
You can always rely upon our professional advice, getting what you really need to make the most of your money.
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 review
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Pensions transfer
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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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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Estate planning
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
MR Andrew Tottman DipPFS
Financial Planner, Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

MR Sam Binstead APFS
Chartered Financial Planner, Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Chartered Financial Planner
MR Simon Foreman DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Accreditations
Later Life Accredited Adviser
MR David Jones DipFA
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

MS Rebecca Burchell DipFA
Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
With Chilvester I have always been made to feel important. Over the years the advice given has always been sound and well researched. I have never been pressured into a decision. Its not often that you can say that you enjoy the company of your financial adviser!
Richard Monk, Devizes
I had terrible difficulty finding an adviser to sort out some small pension pots. The other advisers I approached would not help me because my fund was too small for them. Chilvester were very different - they were prepared to help me and were very friendly and professional.
Chris Hadfield, Bradford-on-Avon
As a new self-employed business it has, at times, been difficult to navigate aspects of finance that are unfamiliar.  Chilvester have been extremely helpful in understanding our needs and offering the best products to support our current and future investments.
Natalie Cookson, Calne
About us

Chilvester could be just what you need. Our advisers don't have sales targets and don't use jargon, while our chartered status means you only ever get expert support.

What's more, you'll find us based on the high street so you can easily come in to chat things through.

We can help if you:

• Are looking for your first mortgage
• Are looking to move house
• Want to protect yourself or your family
• Have a lump sum to invest
• Have received an inheritance
• Have recently started a business
• Are thinking of selling a business
• Want to start saving into a pension
• Have existing pensions you'd like to review
• Are thinking of retiring but don't know if you can afford to
• Are worried about long term care
• Want to release equity from your home

Plus much more.

We're only a call or email away so why not find out how we can help you get just what you need?

Our services

Whether you are looking for a one-off item of advice or ongoing management of your finances, our fully qualified and experienced Financial Planners are available to support you.

Please contact us to arrange a mutually convenient meeting to discuss your needs.

Where to find us
Head office address: Angel House, 7 High Street, Marlborough, Wiltshire, SN8 1AA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 28th June 2021

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