Chiltern Hills Financial Planning - Chesham

Alan P.

I have been a client of Paul and his team for over 15 years now and have always found them to be excellent, reliable people to work with. I say "work with" as that's what I feel when working through the best strategy to follow when making investment decisions.

Paul always takes a personal interest in both me and my family and takes time to discuss both current and future issues. He challenges my ideas (in a nice way!) when spelling out the pros and cons of an investment choice and guides me towards making the right decision. He is very open and honest and provides a real personal service.

I highly recommend Paul and his Chiltern Hills Financial Planning team when looking for sound, knowledgeable, personal, tailored advice for your finances.

William B.

Will has been exceptional. He expertly guided me through consolidating my previous pensions as I approached retirement, providing clear, tax-efficient strategies for accessing my funds. Thanks to his advice, I feel empowered, confident, and secure about my financial future. I highly recommend his services.

Mike B.

Reached out to Chiltern Hills Financial Planning as I was seeking general advice and guidance on pensions, capital gains and saving methods so that we can protect our financial position and ensure it is not eroded over time, ultimately giving my daughter the best position for her life.

Paul responded with an immediate willingness to meet and discuss obligation free. We had a thorough in person meeting (a rarity post COVID) and even in those few hours I learnt a tremendous amount from Paul.

He ran through all of the market options, explained all of the financial language typically used in industry and what it meant, tied it back to typical income earners such as myself. All recommendations made were supported by justified evidence and reasoning clearly identifying any risks and he always addressed any concerns I had. By doing this, I gained trust and understanding of why certain options/actions are better than others both in the short term and long term.

As someone who does not do stocks and shares or crypto currencies etc, Paul was able to cater to my situation and provide advice and guidance on more traditional methods that would still maintain my financial position in decades to come.

We then set up a second meeting, again no obligations, to run through my pension scheme to and learn what the different funds and options were. This was incredibly informative and I learnt a lot to be able to self manage.

The fact that Paul was willing to do this, without asking for any payment is a testament to the business ethics they follow; Chiltern Hills Financial Planning want to help people, educate and empower people to secure their financial position and support their family.
I am very grateful to have been able to establish a relationship with Paul and the business, just having the knowledge of this option to seek further support is an immense comfort going forward especially with the economic turbulence we have seen in the last 5 years.

It also does not end with just Chiltern Hills Financial Planning. Paul has kindly offered contact details of his industry contacts and support network for other services such as tax returns and investment management. I did not need them just yet, but the tax return service will be something needed in the near future.

Chilterns Hills Financial Planning, via Paul, has empowered me with the knowledge and understanding to be able to look after my financial wealth and build one for my daughter. Taken me from a position of complete unknown and ignorance to a position able to take action.

I would highly recommend for anyone and everyone who is simply looking to understand the financial side of things (tax, accounts, pensions etc) or for more sophisticated endeavors (such as investments, businesses etc) to contact Chiltern Hills Financial Planning.

Incredibly discovery. A customer for life. Thank you.

Carl H.

I have been a client of Paul’s for over 15 years now and the financial advice he has offered me has enabled me to be in a strong financial position. I couldn’t have got into this position without him. He is warm, caring and really listens to what your goals are. I can contact him if I have any concerns and he always gets back to me quickly. I couldn’t recommend him more highly.

Barry H.

Paul has been excellent and without him I’d never have been able to retire when I did. He provides sound advice and asks really great questions. He’s become part of our family’s financial decision making for the past 10 years or so. I cannot recommend him highly enough.

Kevin T.

My wife & I have been clients of Paul’s for 10 years and a client of Will’s for 3 years. They both have a genuine interest in ourselves and take the time to understand our assets, needs and lifestyle to help plan how best to make the most of our investments now and in the future. With the planning tools they have at their disposal, their clear explanations and patience in responding to our questions they have allowed us to avoid pitfalls and reassured us that we are on the right track providing peace of mind that we are well positioned for the future. Both of them have become trusted advisers and are highly recommended.

Matt T.

I've been working with Will since 2022 and have had a brilliant experience so far. I was really impressed by my first meeting with Will, where he did a great job of helping me to identify my financial goals and ambitions. He then pulled together a robust financial plan that gives me peace of mind that both my short- and long-term goals are catered for, and I'm very happy with the progress I've made to date.

Will is friendly, approachable and always happy to answer any questions I have. He is extremely knowledgeable and explains key concepts in a way that's easy to understand. Our regular catch-ups are always smooth because of the thought and preparation he brings into each session.

Thank you to Will and the team at Chiltern Hills - I would highly recommend their services to anyone interested in financial advice.

Adam S.

Will is a pleasure to deal with, a true professional, calm and concise. He is always on hand when I have a query and comes back very fast with responses. I would highly recommend him as a financial adviser who provides a holistic approach.