Chilcotts Financial Planning
Are you looking to restructure your finances following the breakdown of your relationship? Maybe you would like to talk to someone about planning for retirement, protecting the wealth that you or a family member has built up. Perhaps you have lost a loved one, and now have some inheritance money that you aren’t sure what to do with. Our team at Chilcotts Financial Planning can help.
We can provide a seamless service from Chilcotts Law clients to Chilcotts Financial Planning to clients who may well have experienced a big change to their circumstances and therefore also to their financial position. There is a benefit of combining legal and financial services at Chilcotts Law. At Chilcotts Financial Planning we will work alongside your legal representative to fully understand your current situation and provide financial advice to help secure your future.
Our aim:
- To maintain the highest possible standard of technical knowledge in all relevant aspects of financial advice
- To ensure that we act in the best interest of our clients, and always treat them fairly
- To build and maintain a happy and cohesive team, motivated to meet the needs of our clients
- To build and maintain a network of fellow professionals in complementary fields, which ensures we can between us, provide access to any other professional services which our clients may require and potentially benefit from.
Chilcotts Financial Planning is a trading style of Professional Financial Planning (South West) Limited which is an Appointed Representative of Centurion Wealth Management Limited which is authorised and Regulated by the Financial Conduct Authority. Registered in England & Wales: Number 7001057. Registered Office: Somerset Court, Brinsea Road, Congresbury, North Somerset, BS49 5JL