Financial adviser Bucks ~ IFA Amersham ~ Independent financial advisors Chesham
ABOUT US
We are able to provide consultations in the comfort of your home, place of work, in our offices or an agreed meeting place i.e. hotel. The majority of our clients reside throughout the Home Counties area and in some instances further afield. Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web; this enables us to provide services throughout the UK.
With many years experience in Financial Services we can provide a flexible, comprehensive and professional service, with guidance through the financial and mortgage maze.
We pride ourselves in giving unbiased honest advice. You can have confidence in the knowledge and guidance we can offer.
Whether you are looking for advice in a specific area or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!
The firm was established on 14 August 2007 by the two Advisors Christopher Hardaker and Robbie Waller.
Christopher is a family man with in excess of 23 years experience within the Financial Services industry. During Chris’s career he has worked for Liverpool Victoria, Eagle Star, Sedgewick Financial Services, Lloyds TSB and Regional and National Accountancy Practices. Chris specialises in all aspects of investment and retirement planning. The areas of expertise include occupational pension transfers, investments, savings, non investment insurance, wills and specialist trust and estate planning.
Robbie also has a young family and has in excess of 18 years experience within the financial services industry. During Robbie’s career he has worked for Lloyds TSB plc and as an appointed representative for other Financial Services Companies. Robbie specialises in all aspects of mortgages (Commercial and Residential), investments (including bespoke products), savings and non investment insurance.
They are assisted in the office by June and Annie.
June has an extensive accounting background and manages all aspects of the office on behalf of the Advisors. Annie has worked with us for 2 years and manages the day to day administration within the office.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgages we can be paid by fee or a combination of both commission and fee. If paying by fee this is typically 0.75% of the loan. If paying by a combination of fee and commission a fee of up to £595 is payable on instruction.
Chiltern Financial Solutions Ltd is authorised and regulated by the Financial Services Authority, and is entered on the FSA register (www.fsa.gov.uk/register) under reference 470100.
The Financial Services Authority does not regulate commercial mortgages and some forms of buy to let mortgages.
For advice on any of the above, Contact
Us now.
