Welcome to Chambers Smith Financial Planning

We are independent Financial Planners specialising in providing advice unique to you.

What our clients say

When surveying our clients over the past five years, we have discovered that:

100%

100% of our clients would recommend our services to friends*

9.7/10

On average, our clients rate our overall service as 9.7/10*

*Averages calculated from client survey results from 2014-2018

Who we work with

By employing a holistic approach to the advice that we give, we can be confident that the very best solutions are achieved for each and every individual.

Business owners

Life as a business owner has its own unique complexities at every stage. We’ll help you to plan for the future; accounting for every element of your business and personal finances

Families

From financing your children’s education through to managing an inheritance following a family death, we’ll give you the guidance you need to map out a secure financial future for your loved ones.

People looking to invest

You want to know you’re making the right decisions when it comes to your portfolio. Our bespoke approach to investments means that we work to find the best solutions for you.

People approaching retirement

Retirement is a big milestone; unfortunately, it’s one that many people fail to prepare properly for. We’ll help you to use your wealth to achieve the retirement you’ve worked so hard for.

People coping with bereavement

When a loved one dies, you may be left wondering how you will cope. We’ll guide you through the financial administration and help you to achieve peace of mind for the future.

Trusts & charities

As a trustee, you have an obligation to ensure the success of your charity’s financial arrangements. We will help you to navigate the complex legal requirements and invest successfully.

Your journey

Because we take everything into consideration when we are looking at your situation, your financial plan can have lots of elements to it. We follow a thorough six-step process in order to build your plan:

Information gathering

We’ll gather the information needed to understand your current financial situation.

Exploratory meeting

We’ll discuss your needs and goals, as well as the best route to achieving them.

Analysis

We’ll analyse your existing arrangements and establish their suitability.

Financial Plan

We’ll recommend financial solutions to get you back on track.

Implement

Once you're happy, we’ll set up the new arrangements for you.

Review

We review your finances and your financial plan with you every year.

Louise

A client since 2006

From Derby

“I have been a client of Chambers Smith Financial Planning for almost 14 years now and am so grateful for how they look after me and my finances. I trust Chambers Smith implicitly and seeing my Inheritance Tax liability fall year by year as a result of their planning means that I will recommend them until I run out of breath!”

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Tim

A client since 2016

From Matlock

“Chambers Smith Financial Planning are available at any time to discuss any detail on the investments, expressed in a way that is easily understood. The Trust has greatly benefitted from receiving this professional service which has been tailored to its own particular circumstances.”

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John and Tara

Clients since 2007

From Bakewell

“Over a period of 10 years, Chambers Smith helped us implement high-quality financial advice and planning to meet all our needs going forward. They haven’t stopped working on achieving the best possible outcomes for us. We are extremely happy with the service they have provided.”

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Jo

A client since 2006

From Ashbourne

“Chambers Smith has always been thorough and helpful. When my husband passed away in 2018, they proved themselves invaluable at an incredibly difficult time. Chambers Smith is not just a financial adviser – they truly care, and I have nothing but gratitude for their service.”

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Andrew

A client since 2014

From Manchester

“Chambers Smith worked with me and my company in a way that no other adviser had done before. They looked at every detail, explained things in a clear manner, tailored all planning to my company’s exact needs and offered regular, ongoing reviews… we have been thrilled with the work”

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Get in touch

    Chambers Smith is authorised and regulated by the Financial Conduct Authority. You can find Chambers Smith on the FCA register by clicking here. Registered in England & Wales. Company number: 06674780. Registered Office: 2 Cheapside, Derby, England, DE1 1BR.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

    The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.