Working with Chippendale & Clark

Chilvester work closely with Chippendale & Clark and their clients, providing advice on all areas of personal and business finance to help you plan for the future whilst ensuring everything is done in a tax efficient way. Call us today to arrange your free initial consultation.

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Just the advice you need.

Help throughout the life of your business:

  • Planning
  • Protection
  • Growth
  • Long term

Working in partnership with Chippendale & Clark

We specialise in working with the owners and directors of small-medium sized businesses. This means that we work alongside you, your teams and your families to understand what you are trying to achieve, financially.

We take time to understand what your business is all about, your plans for developing and growing your business and your wishes for the future. This may be to sell the business, pass it on through to the family or develop a plan for succession.

We work alongside business owners throughout the business lifecycle to help them:

  • develop financial plans
  • ensure they are financially protected
  • support them in their growth
  • keep their long-term plans on track

We are focused on saving you time, sourcing creative solutions, highlighting the choices and options available for your business and validating your financial decisions and goals.

Planning

  • Retirement planning for owners
  • Auto-enrolment for employees
  • Staff group benefits
  • Mortgages
  • Commercial insurance

Protection

  • Private medical care
  • Shareholder protection
  • Key man cover
  • Relevant life cover
  • Critical illness
  • Income protection

Growth

  • Business tax planning
  • Personal tax planning
  • Extracting profits
  • Corporate investing

Long term

  • Sale or succession
  • Capital Gains Tax
  • Entrepreneurs Relief
  • Estate planning

The Financial Conduct Authority does not regulate some forms of corporate financial planning or tax and estate planning

Talk to one of our helpful experts today

Andy Tottman - Financial Planner & Director
Andy Tottman
01249 810050
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Sam Binstead - Chartered Financial Planner & Director
Sam Binstead
01249 810050
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Rebecca Burchell - Financial Planner
Rebecca Burchell
01249 810050
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Simon Foreman - Financial Planner
Simon Foreman
01249 810050
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David Jones - Financial Planner
David Jones
01249 810050
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Alex Corbett - Financial Planner
Alex Corbett
01249 810050
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