Nick kidby Independent Financial Adviser
NK
Financial Advisors
Nick kidby Independent Financial Adviser
71 Sheerstock, Aylesbury HP17 8EY
# Perspective (Chiltern) - Financial Planning and Wealth Management
Perspective (Chiltern) is a financial planning and wealth management firm operating in the Chiltern region, following its acquisition by Perspective Financial Group Limited in December 2025. Formerly known as Chiltern Consultancy, the business maintains its established client-focused approach whilst integrating into a larger national network of financial planners and wealth managers.
The firm serves individuals and families throughout the Chiltern area and beyond, providing comprehensive financial advice and wealth management solutions. Their client base benefits from access to experienced Financial Planners who work closely to understand individual circumstances and objectives.
What distinguishes Perspective (Chiltern) is its commitment to continuity during transition—the acquisition preserved the original firm's ethos, ethics and personalised service model rather than imposing significant operational changes. Clients retain their existing relationships with their Financial Planners whilst gaining access to the broader resources, expertise and local office network of a national financial services group.
The firm operates with full Financial Conduct Authority authorisation and regulation (Register Number 223377), ensuring clients receive advice to the highest professional standards. All client interactions are recorded to meet regulatory requirements, demonstrating their commitment to compliance and client protection. Their established complaints procedure and access to Financial Ombudsman Service backing provide additional reassurance.
Based in Stokenchurch with support from multiple UK locations, Perspective (Chiltern) combines local knowledge with national capability.
Perspective (Chiltern) is a financial planning and wealth management firm operating in the Chiltern region, following its acquisition by Perspective Financial Group Limited in December 2025. Formerly known as Chiltern Consultancy, the business maintains its established client-focused approach whilst integrating into a larger national network of financial planners and wealth managers.
The firm serves individuals and families throughout the Chiltern area and beyond, providing comprehensive financial advice and wealth management solutions. Their client base benefits from access to experienced Financial Planners who work closely to understand individual circumstances and objectives.
What distinguishes Perspective (Chiltern) is its commitment to continuity during transition—the acquisition preserved the original firm's ethos, ethics and personalised service model rather than imposing significant operational changes. Clients retain their existing relationships with their Financial Planners whilst gaining access to the broader resources, expertise and local office network of a national financial services group.
The firm operates with full Financial Conduct Authority authorisation and regulation (Register Number 223377), ensuring clients receive advice to the highest professional standards. All client interactions are recorded to meet regulatory requirements, demonstrating their commitment to compliance and client protection. Their established complaints procedure and access to Financial Ombudsman Service backing provide additional reassurance.
Based in Stokenchurch with support from multiple UK locations, Perspective (Chiltern) combines local knowledge with national capability.
Services offered
Financial planningWealth managementInvestment advisoryRetirement planningPortfolio managementEstate planningPension adviceFinancial review