Profile cover photo
Profile photo
Chiltern Consultancy Limited
About
Posts

Post has attachment

Post has attachment
Auto Enrolment:
If you are unsure if your current pension scheme qualifies for auto enrolment, or have yet to make any pension provision for your practice, then you need to talk to a Financial Adviser as soon as possible.
Please feel free to contact Chiltern Consultancy directly on 01494 451441
Add a comment...

Post has attachment
Check out our new Chiltern Guides providing an insight into the Investment Planning, Pension Options plus our latest Money Matters July/August Issue
at http://www.chilternconsultancyltd.com/online-services/newsletters/
Photo
Add a comment...

Post has attachment

Post has attachment

Post has attachment
Here you will find the most recent editions of our Money Matters newsletter providing topical commentary on all aspects of financial planning.
These newsletters are intended to bring a few important, topical, issues to your attention.
This month we bring you our latest issue of Money Matters May/June plus four helpful informative guides on The Budget 2016, Lifetime ISA's, Retirement Planning and New State Pension, please feel free to download these guides below
Add a comment...

Post has attachment
Check out our new Chiltern Guides providing an insight into the Budget 2016, Lifetime ISA's, Retirement Planning and the New State Pensions plus our latest Money Matters May/June Issue
at http://www.chilternconsultancyltd.com/online-services/newsletters/
Photo
Add a comment...

IFA REQUIRED AT CHILTERN CONSULTANCY
Chiltern Consultancy currently require an IFA to join its team following continued growth within the business. Chiltern Consultancy is a progressive firm of Independent Financial Advisers who has established successful business relationships with firms of Accountants and Solicitors, which is the source of the majority of the business introduced to our company.
The business offers clients strategic financial planning on Investment, Pension and Mortgage
advice and Insurance.
You will be located within a modern office in a great location conveniently close to J4 of the M40 in High Wycombe. The company has an excellent reputation for quality and are looking for a motivated individual to join the team and assist with the further growth of the firm.
 
QCF Level 4, Diploma qualified, Independent Financial Adviser the successful candidate will provide bespoke independent financial planning and investment management advice for high value clients conducting comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis.
Along with developing strong and lasting personal relationships with clients you will also be responsible for developing similar relationships, based on trust and value, with a network of referral partners and introducers.
Successful applicants will have previous experience of giving CF30 authorised advice in an independent environment and hold the relevant diploma qualification as a minimum. The role will suit professional and ambitious individuals who are looking to develop their career in a consultative wealth management environment.
You will have encouragement and support to progress to Level 6 Advance Diploma.
Ideally you will have 4+ years experience in the market providing advice to private clients.
In return for your hard work and commitment you will be rewarded with an attractive salary and benefits package which will be reviewed annually in relation to performance as well as an exciting bonus plan for achievement of your key objectives.

To find out more:
For further information and a confidential discussion about this position, please contact Mike Foster on 01494 451441 about this exciting opportunity.
Add a comment...

UK mortgage approvals rise near two-year highs ahead of buy-to-let tax.
British banks approved the highest number of mortgages in almost two years in January as some investors sought to snap up properties before a tax on buy-to-let properties due in April, industry figures showed on Wednesday.
The British Bankers' Association said its members approved 47,509 loans for house purchase in January on a seasonally adjusted basis - its highest since February 2014. That was up from a seven-month low of 43,660 in December and 27 percent higher than the same time last year.
Net credit card lending rose by 262 million pounds in January, compared with a 64 million pounds increase in December.

"The start of the year has seen a significant rise in mortgage borrowing. It seems that this has been driven, in part, by borrowers looking to get ahead of the increases in stamp duty for buy-to-let and second home buyers scheduled to come into effect in April," BBA chief economist Richard Woolhouse said.
Britain's finance minister George Osborne announced in a budget statement in November that buy-to-let investors will have to pay a 3 percentage-point higher rate of stamp duty than residential buyers from April, as the government tried to cool a market that was heating up.

The BBA data do not include lending by Britain's mutually owned building societies, but the figures serve as a good leading indicator for more comprehensive Bank of England figures typically released around a week later.
Add a comment...

Post has attachment
Photo
Add a comment...
Wait while more posts are being loaded