relocation from Calne to larger headquarters in Chippenham<\/a> two years ago.<\/p>\nThe expansion comes after Chilvester\u2019s 2022 acquisition of Bristol\u2019s Sovereign Asset Management, giving the business an established presence in the city.<\/p>\n
The firm also supports a large client based in the Newbury and Marlborough area.<\/p>\n
Chilvester\u2019s investment director Sam Binstead said the new offices were a natural next step in the company\u2019s growth strategy, enhancing client convenience for in-person meetings and extending a presence both westward and eastward.<\/p>\n
\u201cWhen 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,\u201d said Sam.<\/p>\n
\u201cAt 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.\u201d<\/p>\n
Andy Tottman, Chilvester\u2019s managing director, said he was excited about this next stage of Chilvester\u2019s development, noting that while central office functions remain in Chippenham, the branches will enable the team to cover a wider geographical area and potentially create local employment.<\/p>\n
\u201cMoving to the new offices in Chippenham in 2023 really supported our growth, and this remains our headquarters,\u201d he said.<\/p>\n
\u201cBut 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.\u201d<\/p>\n
Andy stressed that not all client meetings need to be in-person. \u201cWe are always guided by our clients\u2019 preferences, and are happy to hold meetings over video. But when we first engage with a new client, we like to do so face-to-face, so we get to know them. Our goal is to provide personal advice for our clients. Our service to our clients is at the heart of what we do.\u201d<\/p>\n
Chilvester Financial has a 14-strong team and last year celebrated 25 years in business. Andy and Sam are supported by a strong management team, comprising compliance manager Ian Stone, head of advice Shane Lucas and systems & operations manager Jessica Tottman.<\/p>\n
Between them, they have around 100 years\u2019 experience in the financial planning sector.<\/p>\n
The company specialises in personal financial planning advice, tailored to the individual. The experienced planners support a wide range of people, from those planning for retirement, to business owners seeking long-term financial planning, to homeowners considering equity release, to families looking to their financial future.<\/p>\n
Chilvester\u2019s Newbury branch is in Oxford Street, while its Bristol branch is in Prince Street. The Chippenham headquarters is in Avon Reach.<\/p>\n","protected":false},"excerpt":{"rendered":"Swindon & Wiltshire Property Wednesday May 21 2025 Financial planning firm Chilvester Financial has expanded its reach along…\n","protected":false},"author":2,"featured_media":120712,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8818],"tags":[381,748,393,4884,12996,16,15],"class_list":{"0":"post-120711","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bristol","8":"tag-bristol","9":"tag-britain","10":"tag-england","11":"tag-great-britain","12":"tag-offices","13":"tag-uk","14":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/114547737568416695","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/120711","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=120711"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/120711\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/120712"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=120711"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=120711"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=120711"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Financial](\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/05\/Chilvester-team-photo-May-2025.jpg\"\/)
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