About us

Chamberlain Associates

Established in 1992, and situated in the beautiful Village of Wrea Green, Chamberlain Associates provides independent financial advice to individuals and businesses specialising in investments, retirement planning, life insurance and inheritance tax planning.

We pride ourselves on providing a personal and thoughtful service delivered to you at our offices or in the comfort of your own home. In a changing world we believe that up to date professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review and monitoring service designed to create real value for our clients.

Financial Report

We believe investment is a service, and not a product, that we are entering into a long term relationship together, and not a typical "transactional" arrangement. As a client of Chamberlain Associates you will receive consistent personal advice by either Adrian or Robin. We will initially establish what your current financial position is, which will include not only what assets you have but also your tax position and what your objectives are and of course whether they are realistically achievable. Annual reviews (or more frequent) are arranged which will include a Valuation and Investment report together with a full financial review to take into account any change in circumstances.

Portfolio Management

Technology is the way forward when it comes to effective investment and portfolio management. This is why we use state of the art management systems, online fund supermarkets and IT platforms to administer our investment portfolios. These transparent, cost effective administration systems allow us to properly manage our clients consolidated investment portfolios, coupled with online functionality such as portfolio rebalancing and in-depth investment analysis.

Although we would consider ourselves "traditional" IFA's, we offer a full portfolio management service. All our clients who take advantage of this service pay an agreed annual fee as a percentage of invested assets. Because we are remunerated in this way, both client and adviser interests are very much aligned. We have a key focus of generating investment growth for our clients, and this is done via regular and active portfolio management.