Who are Cilbenrick?
Cilbenrick are a professional firm of independent financial planners. We are purposely a small firm with specialists in both financial planning and investment management. 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 Cilbenrick 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 cash-flow. Presented in an easy to understand way, the very least that would gain would be understanding, re-assurance and peace of mind.

How do Cilbenrick differ from other financial advisers?
At Cilbenrick, we believe that financial planning is more about dreams and aspirations than pensions or life assurance, and the financial plan that we would prepare for you would be goal-driven, rather than product-driven. We have invested heavily in computer software and systems that allow us to provide more comprehensive analysis and advice than most advisers are able to offer.

Who are Cilbenrick's 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 owners of small to medium-sized businesses, professionals or company executives. The common feature that unites our clients is that they are self-made people who recognise the value of quality financial planning.

How are Cilbenrick paid?
We would not charge for an initial consultation, during which we could offer some observations and explore ways in which we may be able to help you further.

If you would like to join our Financial Management Programme, we would charge a monthly retainer dependent on the number of financial planning modules that are relevant. Retainers are refunded if you in any way feel that the service and advice that you have received has not been value for money, equally they can be stopped at any time.