Chamberlain Stean and West are a firm of independent financial advisers and planners, based in Hertfordshire. We are a firm of independent financial advisers and provide independent financial advice to individuals, trustees and business owners to help them manage their finances more effectively, grow and protect their wealth, and plan for their financial future.
Our clients are from all walks of life. They tell us they love our personal approach and most importantly they trust us to look after their best interests to help them plan towards achieving their lifetime goals, with peace of mind that their finances are in good hands. Whether you're looking for advice on pensions, need help putting your retirement plans into place, or if you need professional advice to make the most from your investments, we'll ensure that you get the best solution for your needs.
To get clarity over your finances and peace of mind for your future, call us today on 01923 270036.
Our clients are from all walks of life. They tell us they love our personal approach and most importantly they trust us to look after their best interests to help them plan towards achieving their lifetime goals, with peace of mind that their finances are in good hands. Whether you're looking for advice on pensions, need help putting your retirement plans into place, or if you need professional advice to make the most from your investments, we'll ensure that you get the best solution for your needs.
To get clarity over your finances and peace of mind for your future, call us today on 01923 270036.
Services
Our independent financial planning philosophy is simple.
It's about you, understanding what is important about money to you and what you want to achieve out of your life.
We understand that your money is simply the tool that enables you to live the life you want.
Our passion is providing you with professional advice, with a personal touch.
We are here to support you for the long run and are proud to have developed long lasting relationships with our clients.
Our principle is that honesty, integrity and transparency are key to providing truly independent financial advice you can trust.
It's about you, understanding what is important about money to you and what you want to achieve out of your life.
We understand that your money is simply the tool that enables you to live the life you want.
Our passion is providing you with professional advice, with a personal touch.
We are here to support you for the long run and are proud to have developed long lasting relationships with our clients.
Our principle is that honesty, integrity and transparency are key to providing truly independent financial advice you can trust.
Colin began his financial services career in 1991.
He is an independent financial adviser and a qualified stockbroker, specialising in investment planning and working closely with clients to meet their financial objectives.
Colin is a pension transfer specialist and holds the Institute of Financial Studies level 6 PETR qualification as well as the Tolley Enterprise Investment Scheme (EIS) Diploma in EIS.
Colin's interests outside of work include cycling, walking, tennis and amateur dramatics.
Having previously cycled from London to Rome, he now has his sights set even higher: a world trip before he retires.
He is an independent financial adviser and a qualified stockbroker, specialising in investment planning and working closely with clients to meet their financial objectives.
Colin is a pension transfer specialist and holds the Institute of Financial Studies level 6 PETR qualification as well as the Tolley Enterprise Investment Scheme (EIS) Diploma in EIS.
Colin's interests outside of work include cycling, walking, tennis and amateur dramatics.
Having previously cycled from London to Rome, he now has his sights set even higher: a world trip before he retires.
Our services are tailored to your specific requirements, from advice on your pensions and investments to complete lifestyle financial planning and everything in between.
Retirement planning with professional advice on pensions, annuities, equity release and long-term care fees.
Long-Term Care Fees working with you to find the best way to plan for and pay for your long term care.
Your investments, managing investment portfolios and putting strategies in place to protect your wealth.
Retirement planning with professional advice on pensions, annuities, equity release and long-term care fees.
Long-Term Care Fees working with you to find the best way to plan for and pay for your long term care.
Your investments, managing investment portfolios and putting strategies in place to protect your wealth.
Our emphasis is on maintaining a long-term relationship with you and providing you with a source of trusted advice as your financial planning needs evolve and change over the years.
Every relationship has a starting point and ours is a straightforward, relaxed conversation that doesn't cost you a penny.
This is the initial meeting, which is at our cost and without obligation on anyone.
This meeting is for you to share with us what is important for you now; your personal and financial goals and priorities.
Every relationship has a starting point and ours is a straightforward, relaxed conversation that doesn't cost you a penny.
This is the initial meeting, which is at our cost and without obligation on anyone.
This meeting is for you to share with us what is important for you now; your personal and financial goals and priorities.
In our experience, the people who build a financial plan to suit their current and future lifestyles, who stick to it and review it regularly, are the ones who retire with a smile on their faces, who put money aside for their children and grandchildren, or take that world cruise and are reassured that their family is well provided for.
We work closely with you to identify what you want to achieve, develop and maintain your lifestyle financial plan and sit down with you at least once each year to review your plans.
We work closely with you to identify what you want to achieve, develop and maintain your lifestyle financial plan and sit down with you at least once each year to review your plans.
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