Working at Chatfield Private Client Limited

We are a small, independent firm of Chartered Wealth Managers and Chartered Financial Planners providing financial planning advice to a limited number of clients who are mainly small business owners, senior executives and property investors.

We focus on long-term planning using cashflow forecasts to stress test our clients' circumstances, have strong opinions on investing and spend a lot of time making sure estate planning and asset protections are all in place. 

We are a small, independent company so you will work directly with both company directors, Philip Challinor and Adrian Pickersgill in the office in Edgbaston to make the day to day operation of the business as efficient as possible.