Why 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. And not only this, our team of specialists can provide a wide range of advice on a variety of topics, from mortgages and investments to pensions and tax planning.
Our friendly team is here to help
Tony established Chilvester in 1999 having worked as an IFA prior to then.
He is a Chartered Financial Planner, an Associate of the Personal Finance Society and is accredited by the Society of Later Life Advisers (SOLLA).
Tony’s main interest is the investment and retirement planning aspects of financial planning and he is our Trust specialist.
Andy came to Chilvester in 2012 and joined the Board a couple of years later.
With a background in the banking sector, one of Andy’s key area of expertise is in corporate financial planning and he is the lead adviser in our workplace pensions proposition.
Sam joined Chilvester in 2011 having previously worked for a large life assurance company. Sam is a Chartered Financial Planner and carries the Pension Transfer Specialist qualification.
He chairs our Investment Committee and, whilst he advises on all areas of financial planning, his key area of interest is retirement planning.
Becky has over three years of financial services experience and provides advice on all areas of financial planning.
Away from Chilvester, Becky is Chair of Melksham Carnival Committee and sits on the steering group for Melksham Chamber.
Simon joined the firm in 2005 with an IFA background. He is accredited by the Society of Later Life Advisers (SOLLA)
He predominately advises on investments and pensions with particular interests in the aspects of financial planning relating to divorce arrangements and later life care.
David is a Financial Planner with Chilvester advising clients on all matters surrounding pensions and investments.
He joined our adviser team in 2016 following many years with a major UK bank.
Alex has a background in employee benefits & pensions and now provides independent financial advice to clients on both business and personal finance matters.
Immediately prior to joining us, Alex worked in a technical role with another local IFA.
Melissa joined our team in 2017.
She provides advice on residential and buy-to-let mortgages, insurance and protection arrangements.
Kirsty is our equity release expert and specialises in advice around equity release arrangements, lifetime mortgages and insurances. She is a member of the Equity Release Council.
