Live Differently with Chiltern Hills

Chiltern Hills Financial Planning was created to help successful executives and SME business owners ‘Live Differently’ by providing holistic financial planning advice – done in a refreshing and revolutionary client-centric way.

Financial Planners help you work out what you want from life and then create a plan to make it happen. The key difference between financial planners and financial advisors is that planners focus on you and your goals, whereas advisors focus on your money and your investments.

Formed in November 2020 by Paul Bradley, a passionate Financial Planner who truly believes he is following his vocation in life, Chiltern Hills Financial Planning’s philosophy was borne out of Paul’s career journey.

“I want to be like the Roux brothers to financial planning… still involved and giving demonstrations on how best to help clients formulate and articulate their goals late into my 70s or even 80s!”

Having worked in the financial sector for 19 years, Paul’s journey has taken him from pensions to investments, and from stateside back to the UK.

Paul learned about ‘goals-based investing’ from one of the pioneering companies in the USA, where he was part of their UK-based ‘Life Wealth’ team, looking after families with assets over £20 million. Latterly Paul worked as part of the main team based just outside Philadelphia formulating goals-based advice and legacy solutions.

Paul’s developmental journey continued, and he learnt directly from the renowned author and economist Arun Abey, whose diverse career as an academic, entrepreneur and a leading international executive led him to work with one of the world’s largest firms.

“Arun integrated happiness research and has an incredible wisdom.”

Based out of Ashley Green in Buckinghamshire, Chiltern Hills Financial Planning’s clients mainly reside in the home counties, however modern technology enables us to help clients nationwide. The company ethos however centres around human contact and the importance of providing face-to-face advice.

Chiltern Hills Financial Planning is a Senior Partner Practice of St. James's Place Wealth Management.