Property

Financial planners expand with the opening of two new offices

Image credit: Chilvester Financial

Wiltshire-based financial planning firm, Chilvester Financial, has expanded its reach along the M4 corridor by opening new branch offices in Bristol and Newbury.

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, giving the business an existing presence in the city. The firm also supports a large client based in the Newbury and Marlborough area.

Chilvester’s Investment Director Sam Binstead said:

When we took over Sovereign we naturally 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 is very convenient for our many clients who live in the surrounding area.

Andy Tottman, Chilvester’s Managing Director, said:

Moving to the new offices in Chippenham in 2023 really 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, stretching from Bristol and out towards Reading. Over time we can grow our branch offices, taking on people locally and so creating employment opportunities.

Chilvester Financial has a 14-strong team and celebrated 25 years in business last year. The company specialises in personal financial planning advice.

Chilvester’s Newbury branch is in Oxford Street, while its Bristol branch is in Prince Street. The Chippenham headquarters is in Avon Reach.

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