Chiltern Hills Financial Planning - Chesham

Matt Tang

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.

Linda Lach-Szyrma

I was introduced to Paul and Will by a close friend who has worked with them for many years. I had reached the stage where I wanted to retire, but wanted some help! They took lots of time to understand me and what’s important to me and my family, They have been helping me to gain confidence each step of the way.

I’m now happily retired and the process would certainly not have been as smooth or as calm if I had gone in a different direction.

I would recommend Paul and Will to any senior executives who are ready to start taking their financial planning seriously.

Tegan Gabrielle

Before working with Will, I often felt slightly lost and confused when it came to managing my personal finances. The complexity of tax planning, investments, and overall financial management was overwhelming, and I struggled to feel in control. However, Will has completely changed my perspective, and now I feel refreshed and on top of my financial situation.

One of the most groundbreaking aspects of our work together has been the use of scenario plays to explore different financial situations I might face in the future based on my personal goals. This approach has been invaluable, allowing me to see the potential outcomes of my decisions and plan accordingly with confidence. Will has been exceptional at making everything easily understandable for me, which has empowered me to feel truly in control of my finances.

Additionally, the personal advice on tax planning and investments has been exactly what I needed as an aspiring entrepreneur. Will really took the time to understand me, my goals, and my values, helping me plan confidently for the future- Thanks Will!

Tony Allen-Mills

I consider myself very lucky to have been introduced to Will and Paul at a difficult time for pension planning. Brexit and Covid had thrown several spanners into my existing arrangements and as my retirement approached I badly needed advice. Two years of occasionally worrying market turbulence later, I've got complete confidence that my funds are in the safest of hands. At every step along the way, Will and Paul have been available, helpful, responsive and - not least - highly profitable. I've been delighted with my funds' performance and the clarity of my advice. I look forward to many more years of working with them.

Sumeera

Will has been brilliant at helping me get my retirement plans sorted, something I'd been putting off for ages. As a business director and owner, he's helped me build a robust financial plan, save tax, and grow wealth. Aside from this, he’s helped me have peace of mind with my money, and future planning and it's a relief to have found someone to manage things, and have my best interests at heart. I'd highly recommend Will and Chiltern Hills Financial Planning.

Caroline Gaskin

I have been a client of Chiltern Hills Financial Planning for over 2 years and, as a business director and owner, I have really valued their financial advice, investment planning and support. Will is friendly, highly competent and always responds to my questions. He takes the time to help me understand things and keeps it simple. I feel much more confident with my money as financial plans as a result.

Tony Knight

Paul showed a genuine interest in me and my family.

Over the years we’ve planned my future in detail including how I plan to spend my time, my changing relationships and where I how I can position myself for maximum well-being in later life.

As a steward of my pension fund Paul has done an excellent job. He has guided me through the complex pension tax rules and has helped me save huge amounts of tax.

I would recommend him to anyone getting serious about their future planning – and especially those who are concerned about the pension Lifetime Allowance.

David Fletcher

Will and Paul were referred to us by a close family member, who has known both for many years. They showed a genuine interest in our family and what is most important to us.

I was part of a FinTech that was acquired by a major tech company. It was a big change for me our family and we had lots of ideas but knew we needed some professional help.

I had already worked within Financial Services, so had an idea of what good looks like as well as what we wanted to avoid.

Will & Paul helped us think about all the angles and have enabled us make good decisions on our own timeline. We are now in our dream home and an exciting plan for our future lifestyle.

We would not hesitate recommending Will and Paul to anyone who needs tailored and competent financial planning advice.