All About Us...

Enlarged Company to Target Pensions and Investment Market

Chandos Rose, the pension specialist firm founded by ex-Wentworth Rose head Philip Rose in 2007, has merged with Hampshire based IFA Chadney Bulgin. The new, expanded operation will use the name Chandos Rose, for new clients obtained through media advertising within the pensions and investment market, whilst continuing with the Chadney Bulgin name for existing clients.

Since its formation last year, Chandos Rose has established The Telegraph SIPP Service in conjunction with Telegraph Media Group and had targeted the individual pension market. Meanwhile, Chadney Bulgin, founded in 1993 with 25 advisers and 20,000 clients, has developed a successful investment portfolio management service to complement it's established mortgage business.

Bruce Bulgin, Investment Partner of Chadney Bulgin comments:

“We are hugely excited by this strategic development. We have been looking at ways to strengthen our investment and pensions offering and we believe that the incorporation of Philip and his team will take this to a new level. We aim to establish the Chandos Rose brand as a leading investment brand.

Philip Rose comments:

“The Chandos Rose blueprint is for us to build a national pensions and investment presence targeting the “marzipan layer” of investors; those with between £200k and £2m to invest – a growth market. We aim to have some fifty, high-calibre advisers. We have admired Chadney Bulgin for some time and this merger will allow us to speed up the development of the operation by at least two years.”

 

 

 

... introducing our "Award Winning" Team


A dedicated team of experienced Independent Financial Advisers working to develop long term relationships with clients. Our goal is to provide navigation for the creation of "Financial Freedom" for clients. Financial Freedom that takes account of who you are, your current circumstances and your financial goals. 

Chadney Bulgin offers advice from the whole of market.

Why should you choose Chadney Bulgin?

When did you last take a long, hard look at your financial affairs?  The chances are that you have been so busy with other aspects of your life - your family, business or career - that you may have forgotten to attend to the financial foundations.  With all the tax and financial changes that have taken place in recent years, you almost certainly need help from an organisation that is on your side, and can advise on the whole of the market.

With finances and financial planning becoming ever more complicated, there has never been a better time to take advice from local experts you can trust.

We regularly issue a newsletter to clients - to download the latest copy click here.

To view our previous copies, please click here.

We are directly regulated and authorised by the Financial Services Authority and you can access their useful hints and tips by clicking here.

How we work

When we first meet, we will usually start by discussing your aims and needs in general before going on to conduct a thorough financial review. The first consultation is free of charge and you are under no obligation to act on our advice.  Any subsequent advice may incur a charge, but you will be made fully aware of our charges prior to any work being undertaken.  

Following our review, we will take time to consider your situation and needs in detail, before writing a full report of our conclusions and presenting it to you at a subsequent meeting. We will then discuss our conclusions and recommendations with you, before agreeing the priorities, what should be done and when.

Our advisers cover the whole of the South of Engand, with offices at :  

FLEET                    89 Fleet Road, Fleet GU51 3PJ               01252 788888

READING               46 London Street, Reading RG1 4SQ       0118 957 2020

LONDON         10 Ironmonger Lane,  EC2V 8EY             0207 778 0707

 

 

 

 

 

 

.