About us
We’re here to help you make the most from your money
Talk With An Expert
For a friendly chat with our team, call us on 0800 368 7650. We’re here Monday to Thursday, 9:00 AM – 5:00 PM and Friday, 9:00 AM – 2:00 PM.
About Chilvester Financial
We’re here to help you make the most from your money
With Chilvester you can always rely upon our advice. Founded over 25 years ago, we are a well established independent financial planning firm with decades of experience and a track record of providing expert advice.
We are a trusted advisers for people seeking a financial plan and ongoing support from an independent financial adviser. With our extensive experience, client-centric approach, and commitment to excellence, Chilvester Financial stands out as a leading choice for clients looking for robust financial planning
Our Team
Andy Tottman
Andy is the Managing Director at Chilvester Financial. He typically advises business owners and senior managers on their personal finances.
When not at work, Andy enjoys physical activities and entering challenging events, and can often be seen at the local clubs and charities that Chilvester sponsor.
Sam Binstead
Sam is a Chartered Financial Planner and chairs our Investment Committee. His key area of interest is retirement planning and working with business owners.
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 out running, or riding a motorcycle.
Darren Broomfield
Darren joined Chilvester with the acquisition of Sovereign Asset Management in 2022, bringing a wealth of experience and knowledge.
He enjoys holidays and travelling with his family, touring on his motorcycle, and keeping fit.
Why Choose Us
Choosing Chilvester Financial means partnering with a team that truly understands your unique needs and goals.
We pride ourselves on offering down-to-earth, personalised advice without the jargon. Our friendly and approachable experts are dedicated to helping you navigate the complexities of financial planning with ease and confidence.
We’re here to support you every step of the way, making sure you feel informed and empowered to make the best decisions for your future.
We're completely independent
- We provide unbiased advice, tailored to you
- Access to a wide range of financial products and solutions from the whole of the market
We support our local communities
- We are actively involved with local groups and initiatives, including Marlborough Rugby, FC Calne and the Calne Music and Arts Festival
- We've built strong relationships with local businesses and organisations
A team approach
- Our size means you benefit from the collective expertise of our whole team
- You'll be assigned a Senior Financial Planner as your main point of contact
- The wider team are always on hand to help with queries or questions
A proven track record
- We look after over 400 client families, with many success stories and testimonials from happy clients
- With a 25 year history, we've a long-standing record of helping clients achieve their financial goals
How We Work With...
Other Professionals
We place high value on collaborating with your other professional advisers, such as your accountant, your solicitor and even business coaches, to deliver a comprehensive approach that best serves our clients. By working alongside these other experts, we add real value that ensures a seamless approach to managing and protecting your wealth.
This collaborative effort allows us to provide you with well-rounded advice and strategies that cover all aspects of your life. Our dedication to teaming up with other professionals guarantees that every aspect of your financial life is expertly handled, offering you peace of mind and confidence in your financial future.
Our Fees
At Chilvester Financial, we believe in complete transparency when it comes to our fees. We will always discuss and agree our fees before starting work, ensuring there are never any surprises.