We’re pleased to announce that Chilvester Financial has opened two new branch offices — one in Bristol and one in Newbury — extending our reach along the M4 corridor and making it even easier for clients to meet with us in person.
This follows our move to larger headquarters in Chippenham two years ago and the acquisition of Bristol-based Sovereign Asset Management in 2022.
A Strategic Step in Our Growth
“When we took over Sovereign, we naturally had a period of moving those clients across and settling them in with our team,” said Sam Binstead, Investment Director.
“But it was always part of our plan to open an office in Bristol. At the same time, having an office in Newbury helps expand our presence eastward and is very convenient for our many clients who live in the surrounding area.”
These new locations allow us to support existing clients more locally and continue offering expert advice to families, professionals, and business owners across a wider region.
Stronger Local Presence, Same Personal Approach
“Moving to the new offices in Chippenham in 2023 really supported our growth, and this remains our headquarters,” said Andy Tottman, Managing Director.
“But through the new branches we can cover towns and villages in a wide area, stretching from Bristol and out towards Reading. Over time we can grow our branch offices, taking on people locally and so creating employment opportunities.”
The new offices also give us the flexibility to meet new and existing clients where it’s most convenient for them.
In-Person or Online — It’s Your Choice
“We are always guided by our clients’ preferences, and are happy to hold meetings over video,” Andy added.
“But when we first engage with a new client, we like to do so face-to-face, so we get to know them. Our goal is to provide personal advice for our clients. Our service to our clients is at the heart of what we do.”
Whether you’re planning for retirement, growing your business, or thinking about your family’s future — we’re here to help.
Come and Visit Us
If you live near Bristol or Newbury and would prefer to meet locally, just let us know — we’d be delighted to welcome you.
Our team is ready to provide the same clear, personal, and expert advice — now with even more convenient options for where we meet.
