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
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. He is a Chartered Financial Planner and carries the Pension Transfer Specialist qualification. He chairs our Investment Committee and his key area of interest is retirement planning.
Sam is an avid reader and enjoys spending time outdoors with his family and two dogs. When not in the office, he can usually be found visiting theme parks or riding his Triumph motorcycle.
Becky has over five years of financial services experience and has a particular interest in supporting business owners with financial planning for both themselves and their businesses.
Away from Chilvester, Becky plays rugby for Melksham Ladies and is Chair of Melksham Carnival Committee and sits on the steering group for Melksham Chamber.
Simon is accredited by the Society of Later Life Advisers (SOLLA) and specialises in care fee planning, assisting and advising upon Powers of Attorney and also divorce asset sharing.
Simon went to school and college in Surrey before joining British Gas when he was seventeen and spent time travelling the world with them. Outside of work he enjoys running, swimming and general fitness. He also enjoys reading and is a keen follower of F1.
David is a financial planner and primarily helps clients who are thinking about or at the stage of retirement. He previously spent nine years in retails banking in branch management roles before deciding to study for his Diploma in Financial Advice in his spare time.
David’s hobbies include cycling, taekwondo and running around after his three children.
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. Prior to qualifying as a mortgage adviser, she was a bank manager for a high street bank.
Outside of work Melissa enjoys walking Buddy her Labrador, visiting her parents who live in Cyprus and, as a military wife, spending time supporting Armed Forces events.
Qaz has a background in personal banking. He joined the Chilvester team in 2018.
He provides advice on residential and buy-to-let mortgages, insurance and protection arrangements.
