Chamberlain Stean and West
Chamberlain Stean & West Ltd is an Independent Financial Advice firm offering peace of mind through a personalized service. We are pleased to provide a service for all clients at all stages of their life, from retirement & investment planning, to protection and mortgage advice. For later life clients, we also specialize in equity release and long term care advice, as well as inheritance tax planning.
For later life clients, we also specialise in equity release and long term care advice, as well as inheritance tax planning.
We want to work with local clients, so that we are able to offer the service that you deserve. The area we cover is largely along the A41 corridor from Harrow to Tring and from the Chalfonts to St Albans. Of course we will still handle clients outside this area.
We aim to act as your adviser and financial mentor.
Where it is beneficial to you, we use technology to improve our service. We can offer you internet access to your investment accounts.
Your circumstances change throughout your life, the Government changes the rules and the world changes around you. For these reasons, we continue to monitor and review your plans - and we will agree with you how often to review your financial plans and goals. At these meetings, any changes that need to be made for your benefit can be agreed and action taken.
Becoming a client
The first step is for us to meet for a no obligation initial discussion about your finances. This will take about an hour or so and is. This initial meeting is as much about making sure that you are comfortable working with us, as it is for us to provide the initial financial assessment.
We want this to be a long term business relationship and you need to be assured.
Once you have agreed to be a client, we will prepare a financial plan aimed at achieving your goals. Only once you are happy and in agreement we will implement the recommendations. We will agree with you, how we will be paid for our services.
For investment (& pension) clients there needs to be a periodic review and we have several levels of investment service to suit your needs to keep you on track.
Chamberlain Stean & West Ltd
4 Oakridge Park
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