From inception the company philosophy has been the same: quality in all that we do, to place ourselves in the upper eschelons of the financial planning profession and to be the financial planners of the future - undertaking our work and attending to our clients needs in the way we believe is correct.
The future path of our profession is clearly laid out in our view, and we believe that success and respect can be achieved by those who choose to follow it. However, far from simply wishing to follow the correct path, we want to be at the forefront of the profession-wide effort to carve the path; we want to lead others in the right direction as well.
For us, financial planning is about discovering where you are now, what you value and where you want to be tomorrow. It is about determining lifestyle goals, constructing a plan and implementing solutions to help you fulfil them.
Our Wealth Management service is about providing the ongoing, comprehensive financial planning which is required to ensure you have the best chance of achieving your financial and life ambitions. It is about leaving as little as possible to chance and being ready to change strategy if you need to. Ultimately, it is about helping you to be able look back on your life and say 'I'm glad I did', rather than 'I wish I had'.
Everyone at Chamberlyns enjoys their work and is committed to the company's endeavours to set the benchmark within the profession for levels of service, value for money, technical expertise and ethical integrity.
What makes us different?
We operate in a different way to many Financial Planners and are very proud to do so: our discussions and financial plans are free from jargon and bias and we always act in a completely transparent fashion.
One of our defining characteristics and a factor that differentiates us from our competitors is that we are a fee-based financial planning company. This helps to cement our standing and impartiality with our clients and professional contacts and moreover, makes a bold statement about who we are and the way we work. Ultimately, we are fee-based because it is right - right for us as professionals and right for our clients.
Furthermore, we pride ourselves on the quality and efficiency of the service that we provide; one of our greatest assets is that we are small enough to genuinely care about our clients, treat them with respect and construct considered and tailored, rather than 'one-size-fits-all' solutions.
In fact, we have an ethos which encapsulates the Chamberlyns approach: we want to be a top quality professional firm worthy of our clients' respect, unquestionably putting our clients' interests first and trying to exceed expectations at every opportunity.
Please feel free to contact us to arrange an initial consultation at our expense, or explore our website and find out more about us and the services we offer.