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.
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.
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.
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.
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.
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.
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.
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