Chatfield Private Client Limited helps small business owners and executives solve their personal financial problems so they can focus on managing and growing their businesses and getting on with life. We are totally independent and we only charge fees. Working on a fee-only basis means we provide advice and expertise; we do not sell products.

Chatfield is proud that the directors are amongst the highest qualified advisers in the UK. Only around 7% of financial advisers are Chartered Financial Planners and less than 4% are Certified Financial Planners.

Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way… Show more Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way before. Have a look at the case study section on our website for more details of this approach. Show less