Chilvester Financial Expands with two new offices. In opening new branches in Bristol and Newbury, Wiltshire-based financial planning firm, Chilvester Financial, has expanded its reach along the M4 corridor.
This move, following the company’s relocation to larger headquarters in Chippenham two years ago, aims to better serve a growing client base.
The expansion comes after Chilvester’s 2022 acquisition of Bristol’s Sovereign Asset Management. That gave the business an existing presence in the city. The firm also supports a large client based in the Newbury and Marlborough area.
A natural next step
Chilvester’s Investment Director Sam Binstead said the new offices were a natural next step in the company’s growth strategy. They can now enhance client convenience for in-person meetings. And extend a presence both westward and eastward.
‘When we took over Sovereign we had a period of moving those clients across and settling them in with our team. But it was always part of our plan to open an office in Bristol,’ said Sam. ‘At the same time, having an office in Newbury helps expand our presence eastward. And it’s convenient for our many clients who live in the surrounding area.’
Andy Tottman, Chilvester’s Managing Director, expressed excitement about this next stage of Chilvester’s development. He noted that while central office functions remain in Chippenham, the branches will enable the team to cover a wider geographical area. In turn that has the potential to provide employment.
‘Moving to the new offices in Chippenham in 2023 supported our growth. And this remains our headquarters,’ he said. ‘But through the new branches we can cover towns and villages in a wide area. One that stretches from Bristol and out towards Reading. Over time we can grow our branch offices, taking on local people and so creating employment opportunities.’
Teamwork is the dreamwork
Chilvester Financial has a 14-strong team and last year celebrated 25 years in business. The company has a strong management team supporting Andy and Sam. The team comprises Compliance Manager Ian Stone, Head of Advice Shane Lucas and Systems & Operations Manager Jessica Tottman. Between them, they have around 100 years’ experience in the financial planning sector.
The company specialises in personal financial planning advice, tailored to the individual. The experienced planners support a wide range of people. They range from those planning for retirement, to businessowners seeking long-term financial planning, to homeowners considering equity release, to families looking to their financial future.
Chilvester’s Newbury branch is in Oxford Street, while its Bristol branch is in Prince Street. The Chippenham headquarters is in Avon Reach.
Chilvester’s Newbury branch is in Oxford Street, while its Bristol branch is in Prince Street. The Chippenham headquarters is in Avon Reach.
For more information about Chilvester, or to contact Sam, Andy and the team, visit https://chilvester.co.uk/, or email advice@chilvester.co.uk.
