Financial advisers in Chelmsford

Our IFAs serving Chelmsford provide a range of financial planning and advice services, including investments, pensions and tax planning.

River Can running through Chelmsford city centre Central Park by Laurence Berger

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Our nation-wide team includes financial planners serving Chelmsford. They are passionate about helping people, just like you, manage their money more effectively.

Chelmsford is the county town of Essex, granted city status in 2012 as part of The Queen’s Diamond Jubilee celebrations. Once an important staging post on the old Roman road between Londinium (London) and Camulodunum (the Roman name for Colchester), the city is known as the birthplace of radio, thanks to its connection with Guglielmo Marconi who opened the world’s first purpose-built radio factory here in 1912. Turner-prize winner, Grayson Perry, was also born in Chelmsford in 1960.

Amber River has a highly qualified team of independent financial advisers serving Chelmsford. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Financial Advisers serving Chelmsford

Here are just some of the faces and stories behind our financial advisers serving Chelmsford.

Kim Daley Director
Kim Daley

Financial Planner

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Peter Emery
Peter Emery

Principal, Chartered Financial Planner

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Cameron Truscott

Independent Financial Adviser

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Ed Gage

Independent Financial Adviser

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Sabrina Bailey Independent Financial Adviser and Mortgage consultant
Sabrina Bailey

Chartered Financial Planner

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Simon Harding

Chartered Financial Planner

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Jon Anderson

Head of Advice and Chartered Independent Financial Planner

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Daniel Kern Chartered Financial Planner
Daniel Kern

Independent Financial Adviser

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Samantha Potter

Chartered Financial Planner

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Kyle McGill Financial Adviser
Kyle McGill

Chartered Financial Planner

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Mike Greely Chartered Financial Planner
Mike Greely

Investment Director and Chartered Financial Planner

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David Robertson
David Robertson

Chartered Financial Adviser

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Steve Henry Director
Steve Henry

Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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