What Chadney Bulgin does

Chadney Bulgin LLP is a UK-based independent financial advisory firm that has operated as a subsidiary of Fairstone Group Ltd since its 2021 acquisition, following 13 years as an independent practice in Fleet. The firm relocated to the Farnborough Aerospace Centre on Gladiator Way in 2024, consolidating into Fairstone's Farnborough office alongside other partner firms including Chiltern House and Hammett and Petch. It is led by partners David Thomas and Martyn Griggs and is FCA regulated under three firm reference numbers (475973, 188596, 457558), with Chartered Financial Planners on staff holding FPFS and Chartered FCSI credentials.

The firm delivers comprehensive financial planning services covering investment planning, investment management, retirement planning, estate planning, mortgage advice, financial protection, and corporate financial planning. It serves individual high net worth and retail clients as its primary segment across North East Hampshire, Surrey, and Berkshire (Farnborough, Fleet, Aldershot, Camberley, Sandhurst, Ascot, Wokingham, Reading, Basingstoke), with a secondary corporate segment for employee benefits. Revenue is generated through fee-based advisory services structured around assets under management or fixed consultation fees, with no publicly disclosed pricing.

Distribution is sales-led through qualified Independent Financial Advisers, Chartered Financial Planners, and Mortgage and Protection specialists, delivered via face-to-face consultations at the Farnborough office, phone-based advisory (0800 884 0840, 01252 788 888), and an online adviser-matching booking system. Chadney Bulgin differentiates on independence (whole-of-market advice), chartered credentials, FCA regulation, and access to Fairstone's Defaqto 5-star rated managed investment portfolios. The underlying technology is the Fairstone wealth management platform; no proprietary AI, app, or API capabilities are disclosed, and headcount sits in the 51-100 range.

Name

Chadney Bulgin

Legal name

Chadney Bulgin LLP

Website

https://chadneybulgin.com

Company type

Private

Founded year

2008

Operating status

Acquired

Headcount range

51–100 employees

Short description

Chadney Bulgin LLP is a UK independent financial advisory firm offering investment, retirement, estate, and mortgage planning to individual and corporate clients across Hampshire, Surrey, and Berkshire, operating as a Fairstone Group subsidiary since 2021.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Independent financial advice
• Wealth management services
• Retirement planning advice
• Investment management services
• Mortgage and protection advice

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based financial planning and advisory services including investment planning, retirement planning, estate planning, and mortgage advice. Revenue generated through advisory fees, potentially percentage-based on assets under management or fixed consultation fees.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Chadney Bulgin LLP delivers independent, whole-of-market financial advisory services to individuals and companies across the UK. Core service lines include investment planning, investment management, retirement planning, estate planning, mortgage advice, financial protection, and corporate financial planning and employee benefits. The firm operates as a Chartered Financial Planner under the Fairstone Group umbrella.

Product overview

Chadney Bulgin LLP is a financial advisory firm that operates as part of the Fairstone family following its acquisition in 2021. The firm offers independent financial advice including investment planning, investment management, retirement planning, estate planning, mortgage advice, and financial protection services. These services are delivered through Fairstone's unified wealth management platform, which incorporates chartered financial planning capabilities across the UK and Ireland.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning Independent whole-of-market investment planning service helping individual and corporate clients build, structure, and manage investment portfolios aligned to their goals, risk tolerance, and time horizon.
• Investment Management Ongoing discretionary and advisory investment management service for clients, providing portfolio monitoring, rebalancing, and asset allocation across whole-of-market solutions.
• Retirement Planning Independent retirement planning advice covering pension consolidation, drawdown strategies, annuity selection, and income planning for individuals approaching or in retirement.
• Estate Planning Estate and inheritance tax planning service helping clients structure their wealth, trusts, and legacies to mitigate IHT exposure and ensure smooth intergenerational transfer.
• Mortgage Advice Independent whole-of-market mortgage advice for residential, buy-to-let, and remortgage clients, sourcing and arranging suitable mortgage products from across the UK lender market.
• Financial Protection Independent financial protection advice covering life cover, critical illness, income protection, and family income benefit to safeguard client and family income against unforeseen events.
• Corporate Financial Planning and Employee Benefits Corporate financial planning and employee benefits service for businesses, covering group pensions, workplace benefits, death-in-service, and director-level financial planning.

Quantifiable outcome

• Defaqto 5-star rated managed investment portfolios for eight consecutive years
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Fairstone GroupcoreStrategic or Co-development Partner · 1 January 2021Chadney Bulgin LLP joined Fairstone Group in 2021 after 13 years advising clients from Fleet. Led by David Thomas and Martyn Griggs, the firm sought to enhance client proposition and create new opportunities for their team. The firm relocated to Farnborough in 2024 as part of the integration. Chadney Bulgin now operates as part of Fairstone's national wealth management network.
• Chiltern HouseminorOthersBracknell-based financial advisory firm that joined Fairstone in 2020 after six years of independent financial advice. Led by Keith Fisher, John Harper, and David Shepherd. Also relocated to Farnborough in 2024 alongside Chadney Bulgin.
• Hammett and Petch Financial PlanningminorOthersBerkshire-based financial planning firm operating for over 13 years, acquired by Fairstone in January 2021. Led by Trevor Petch and Paul Hammett. Joined Fairstone to support long-term growth while continuing independent financial advice.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Sanlam UK: UK wealth platform offering financial advice and investment management through a network of acquired adviser firms. Direct comparable — operates the same "buy-and-integrate" model as Fairstone (Chadney Bulgin's parent), acquiring regional IFAs and providing them with central support, platforms, and brand.
• Chiltern House (Fairstone affiliate): Sister Fairstone-affiliated advisory firm based in Bracknell that relocated to Farnborough alongside Chadney Bulgin in 2024. Identical operating model — independent whole-of-market financial advisers within Fairstone's network — making it the closest peer-by-comparison for franchise economics and adviser productivity.
• Openwork Group: UK adviser network supporting 4,000+ advisers across financial planning and mortgage advice. Direct comparable as a partnered IFA distribution model providing compliance, platform, and back-office support to acquired/affiliated advisory firms — same channel model used by Fairstone.
• Hammett and Petch Financial Planning: Berkshire-based financial planning firm acquired by Fairstone in January 2021. Identical operating model — independent financial advisers serving Berkshire/Hampshire clients through the Fairstone platform — and a directly analogous acquired franchise within the same parent group.

Broad incumbents

• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager offering investment management and financial planning across 30+ offices. Comparable as a regional, Chartered wealth advisory network delivering whole-of-market advice — same target client and distribution model as Chadney Bulgin, though at greater scale.
• Evelyn Partners (formerly Tilney): UK wealth management and professional services group offering financial planning, investment management, and tax advice through regional offices. Comparable as a multi-office Chartered advisory firm serving HNW individuals across UK regions, with overlapping service lines.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management and financial planning through regional offices. Comparable as a regionally-distributed, Chartered advisory firm offering comprehensive wealth and estate planning to HNW individuals.
• Fairstone Group: Parent company and direct platform owner of Chadney Bulgin. Fairstone operates 50+ UK and Ireland locations with £20BN AUM, offering the same comprehensive financial planning services (investment, retirement, mortgage, protection). Comparable as the umbrella wealth platform under which Chadney Bulgin operates.
• St. James's Place: One of the UK's largest wealth management groups with a partner-based adviser model delivering financial planning, investments, and tax/estate advice. Directly comparable to Chadney Bulgin in offering comprehensive face-to-face advice through a national adviser network, though at materially greater scale.
• Quilter: UK wealth manager with both advised and platform-only propositions serving financial advisers and direct clients. Comparable through its multi-channel financial planning offering and adviser distribution, though Quilter operates a platform business model alongside advice.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/chadney-bulgin-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chadney Bulgin