Chestnut Financial Services

Independent Financial Adviser  10 Newark Road, Bassingham, Lincolnshire, LN5 9HA
First meeting at adviser's own cost
We can do meetings via video conference and telephone - whatever your concerns - whether they span retirement planning, Wills & lasting powers of attorney (LPAs), investments, mortgages, equity release or income planning, contact us for great advice!
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Ian Francis
Director and Financial Adviser

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
Very friendly, understood our needs as a young family and budgeted for us. Look forward to contacting Ian again soon.
William, Coventry
Really helpful. Got my mortgage arranged quickly.
Patricia, Lincoln
Ian is a lovely guy and can’t do enough to help you. No question is too small or silly. Would recommend anyone to arrange a meeting with him.
Emma, Carlton Le Moreland
Patient, explained all the questions I had with great answers. Budget was tight, but Ian helped find a solution to protect me & my family.
Brogan, Coventry
About us

With over 30 years of experience giving clients financial advice, Chestnut Financial Services is a family-run office. We are friendly and reliable and work hard to search out the best deal from across the market that is ideal for our clients. We see through all our advice; from getting to know you, putting things in place, and staying in touch to keep you up to date. We pride ourselves on our face-to-face service. We provide clear and understandable advice. All our services are fully regulated and we always aim to meet or improve on the highest professional standards, so you can rest assured that we have the depth of experience and knowledge to provide our services for the long term. For great advice choose Chestnut Financial Services and speak to Ian Francis.

Our services

Trying to understand what the full range of financial products are, never mind spending hours talking about and applying for different deals with different providers, is massively frustrating.

Even then, you can be left paying out for something that is unsuited for you and, realistically, costs more than it needs to.

Imagine having a friendly adviser that takes all that time and frustration away from you, gives you the right advice and talks to lenders, investment companies, and pension providers to get the right deal for you. That's what Chestnut Financial Services does really well; it provides fantastic service when you want it most.

Where to find us
Head office address: 10 Newark Road, Bassingham, Lincoln, Lincolnshire, LN5 9HA
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Chestnut Financial Services Limited is authorised and regulated by the Financial Conduct Authority

Response rating
9.0/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 4.99 mi
We look after your life savings its a job we take VERY seriously.
 
Restricted - whole of market 5.36 mi
We guide people towards a better understanding of their financial situation and personal options with integrity and care. We cover a wide area and have advisers throughout the UK. We provide no cost, no commitment initial meetings at a location that suits you.
 
Independent Financial Adviser 5.71 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 5.71 mi
We believe in life anything is possible, we will identify any hurdles to design and deliver a plan to help you achieve your every ambition in life.