Chesterton House Financial Planning Limited

Independent Financial Adviser  2-3 Rectory Place, Loughborough, Leicestershire, LE11 1UW
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FCA authorised
Last authorised 11th October 2021
For nearly 30 years we’ve been helping our clients and their families grow, manage and protect their wealth and lifestyle.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Meet our advisers
Mr David Jones FPFS BA (Hons)
Financial Planner
Mrs Sue Sams
Financial Planner
Mr Jordan Wong
Financial Planner
Mr Andrew Jervis ACII, Dip PFS, CFP
Chairman and Financial Planner
Mr Richard Urwin Dip PFS
Financial Planner and Director
Mrs Lisa Leeland CFP, APFS
Financial Planner
About us

Chesterton House Group is an integrated Family Practice.

One of the first in the country.

What’s a Family Practice?

It's where a group of legal and financial professionals work together under one roof to provide coordinated specialist services to individuals and their families. Which means:

All the information is in one place.
An accurate picture of a client’s circumstances can be assembled.
Closely coordinated action is enabled.

As a result, nothing falls through the cracks and the very best across-the-board advice is made possible.

Why is a Family Practice approach better?

In an increasingly complex world of Investment Opportunity, Risk, and Tax & Legal regulation, Chesterton House’s Family Practice approach has major benefits. By working closely together, our Solicitors, Accountants, Financial Planners and Investment Specialists can design Financial & Family Road Maps individually tailored to achieve Clients’ personal life goals.

A Family Practice approach ensures Optimum Returns, Tax Efficient Solutions and Successful Outcomes.

What if I don’t need all the Family Practice services?

Fine. Just pick the area of help or advice you need and we’ll take it from there. And we can of course work with any other professional firms you already employ.

Our services

In an increasingly complex world of Investment Opportunity, Risk, and Tax & Legal regulation, Chesterton House’s Family Practice approach has major benefits. By working closely together, our Solicitors, Accountants, Financial Planners and Investment Specialists can design Financial & Family Road Maps individually tailored to achieve Clients’ personal life goals.

Contact us today to find out how our Family Practice approach can help you achieve your goals.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£151,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

2-3 Rectory Place, Loughborough, Leicestershire, LE11 1UW

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