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Philip Challinor

Philip Challinor

Auditor

Followers of Philip Challinor119 followers
location of Philip ChallinorBirmingham, England, United Kingdom

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  • Timeline

  • About me

    Co-founder, Chatfield Private Client Ltd. Independent financial advice for business owners and executives. I give financial peace of mind to those who want to know "are we going to be okay?"

  • Education

    • Newcastle under Lyme School

      1986 - 1995

    • The University of Birmingham

      1995 - 1998
      BA Geography

  • Experience

    • PricewaterhouseCoopers

      Jan 1999 - Jan 2000
      Auditor

    • Self Financial Planners Limited

      Sept 2000 - Jul 2010
      Financial Planner

    • Chatfield Private Client Limited

      Jul 2010 - now

      Financial planning is very different from most people's perception of an old-fashioned IFA. It's about your whole life, not just your money. Money is just a tool that let's you do what you want. The big questions we ask areWhere are you now?Where do you want to be?How are you going to get there?We construct a cashflow model based on your unique circumstances and will help guide you towards your goals. Most people have never seen their finances displayed in such a way before. Have a look at the case study section on our website for more details of this approach. Show less

      • Director

        Jul 2010 - now

      • Chartered and Certified Financial Planner

        Jul 2010 - now

      • Financial Planning and Cashflow Modelling

        Jul 2010 - now

  • Licenses & Certifications

    • Certified Financial Planner

      Chartered Insurance Institute
      May 2008

    • Chartered Financial Planner

      Institute of Financial Planning
      May 2008

  • Honors & Awards

    • Awarded to Philip Challinor
      Shortlisted for Best Retirement Adviser Moneyfacts magazine Oct 2013
    • Awarded to Philip Challinor
      Shortlisted for Best Retirement Adviser Moneyfacts magazine Oct 2012
    • Awarded to Philip Challinor
      Shortlisted for Small IFA of the Year Money Marketing magazine Mar 2012