Chesterton House Financial Planning Limited

Independent Financial Adviser 2-3 Rectory Place, Loughborough, Leicestershire, LE11 1UW
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • EEA
    • Long term care
Meet our advisers
Andrew Jervis ACII, Dip PFS, CFP
Chairman and Financial Planner
Accreditations
Certified Financial Planner
Richard Urwin Dip PFS
Financial Planner and Director
David Jones FPFS BA (Hons)
Financial Planner
Accreditations
Chartered Financial Planner
Lisa Leeland CFP, APFS
Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Sue Sams
Financial Planner
Jordan Wong
Financial Planner
What our clients say
The service has been perfect for my needs, as it is tailored to suit accordingly, so gives me peace of mind. I would recommend to a friend because I have been pleased with the work carried out, as my financial plans are knowingly taken care of.
Joe, Loughborough
Good effective, efficient service
Tony, Loughborough
Over the last five years the service and advice received has been excellent and although nervous about the financial world, Richard has been able to allay any fears with clear concise explanations and advice for which I am most grateful.
Marilyn, Allestree, Derbyshire
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Chesterton House Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority Reference Number 126368. Company Registration No 2118345 (ENGLAND)

Similar advisers near you

Independent Financial Adviser 0.18 mi
20 years experience of giving financial advice, based in Charnwood
 
Independent Financial Adviser 0.28 mi
Whatever financial future you want, we’re here to help; which may involve pensions, wealth management, later life advice, estate planning.
 
Independent Financial Adviser 0.39 mi
Local advice with nearly 60 years of experience between the 2 advisers.
 
Independent Financial Adviser 0.55 mi
Small business specialists. Independent financial advice for Leicestershire’s small business owners who are on the road to retirement or sale.