WHO WE ARE
At the heart of our business is the client: everything must work together for their benefit, to help them achieve their goals and to keep them at the centre of everything we do.
This is why firms within the Chester Rose family all share the same vision and are established on the same principles, to make sure the client has a seamless financial planning journey when their adviser firm joins our group.
Getting the cultural fit right, making sure we have the same core values and high standards, and maintaining a focus on delivering the very best service to the end client is paramount.
It is this commitment to the client and our vision that underpins the relationship between all our acquired firms and the Chester Rose brand. Together, we can make great things happen.
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Time Financial Planning is a firm based in Woodley and Newbury which began in June 2011 - though overall we have 25+ years of experience. We offer fully independent advice and are not tied to any provider so you’ll always receive unbiased advice from us.
Our team consists of three advisers, Tim Embleton, Matt Grifferty and Lucy Grifferty, who are ably supported by Marion Martin and Sara Haynes. As a team we are able, and suitably qualified, to offer advice on pensions, investments, protection, long term care and estate planning. Our aim is to provide a high quality holistic financial planning service presented in a jargon-free way which suits your particular circumstances in order to maintain your lifestyle through life.
Heritage Chartered Financial Planning is a boutique specialist financial planning practice in the heart of West Berkshire.
Suzanne Allen and Peter Dunn joined forces in 2006 as founder directors of Heritage, to fulfill their ambitions to provide a bespoke, fully focused, specialist, life and financial planning service that puts the client first.
Today, with more than 60 years of relevant industry experience between them, Heritage has gone from strength to strength, but while it has grown both in the number of staff and the number of clients, its high standards, its ethos and its values will always remain the same.
The Heritage team strongly believes that only the client’s ultimate vision gives planning value, and that understanding what the client needs is the most important thing they can do.