Hello and welcome to Cilbenrick

Thank you for taking the time to consider Cilbenrick for your financial planning.

Choosing the right financial planner or investment adviser is extremely important, as together you will make some very important decisions which can have a profound effect on both your financial future and your lifestyle.

We hope that the contents of this website therefore help you with that decision and that you draw from it a positive feeling about who we are and how we can help.

Cilbenrick offers its clients two specialist services; holistic financial planning and independent investment advice. Clients enjoying these services are from all walks of life and from all parts of the British Isles and, through testimonials, have told us that our strengths are our knowledge, our independence and the trusting relationships we have built with them.

If you are looking for a friendly but professional relationship to help you plan your future then we believe Cilbenrick can help.

Financial Planning Investment Advice

Who are Cilbenrick?

Cilbenrick are a professional firm of independent financial planners, specialising in holistic financial planning and investment advice. Remaining small has enabled us to build close working relationships with our clients, based on years of mutual confidence and trust. If you are looking for independent and professional advice from a fully authorised and regulated firm then please read on.

How could we help you?

As your financial planner, it would be our role to develop a financial strategy that would help you to achieve your desired lifestyle. Your financial plan would be designed to minimise taxation, risks and expenditure, and maximise income, investment returns and cashflow. Presented in an easy to understand way, the very least you would gain would be understanding, re-assurance and peace of mind.

How do we differ?

At Cilbenrick, we believe that financial planning is more about helping you to achieve your desired lifestyle than it is about pensions or life assurance, and the financial plan that we would prepare for you would be goal-driven, rather than product-driven. Our business plan and structure ensure that ample time is made available to each and every client, and our investment in state-of-the-art software and systems enable us to provide more comprehensive analysis and advice than most.

Who are our typical clients?

We have clients of all ages, professions and from all walks of life. Those who derive most benefit from our Financial Management Programme are busy and successful people, often owners of small to medium-sized businesses, professionals or people approaching and planning their retirement. The common feature that unites our clients is that they are interested in making the most of their resources and using their wealth to ensure they can live life the way they would like to.

How are we paid?

Initial meetings with clients are without cost or obligation to either party. In confidence, we would hope to explore your situation, plans and concerns, and offer you some ideas as to how we may be able to help. If you would like to work with us then we have a service proposition that lists all of our services and charges and we would review this with you and agree a basis of going forward that was acceptable to you.