Client stories

Everyone’s financial circumstances, needs and goals are different. We know that there is no “one-size-fits-all” solution.

We’ve put together some client stories, including real quotes from real clients, to illustrate the holistic approach we take to financial planning.

Louise - Family financial planning

A client since 2006 - Derby

Louise had a significant Inheritance Tax liability. We helped her to set up trusts, protect her wealth and see her family enjoy her wealth in her lifetime.

“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 - Charitable trust investments

A client since 2016 - Matlock

Tim is a charity trustee; the trust was uncertain on how to proceed with their investments. We helped them to create a diversified portfolio that met the income needs of all charities.

“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 - Retirement planning

Clients since 2007 - Bakewell

John and Tara were looking for a holistic financial plan for retirement. We helped them to draw their pensions, reduce their Inheritance Tax liability and build a bespoke investment portfolio.

“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 - Financial planning through bereavement

A client since 2006 - Ashbourne

Jo was an existing client when her husband passed away. We helped her to concentrate on the things she needed to by taking care of the complex financial elements

“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 - Business investments

A client since 2014 - Manchester

Andrew’s company investments were not performing well and were being poorly managed. We worked closely with Andrew to create a diversified, bespoke and goal-focused portfolio.

“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. Under reference 488279. 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.