Chewton Financial Planning

Independent Financial Adviser  The Swallows, Radstock, BA3 4BX
First meeting at adviser's own cost
I enjoy the 1 to 1 involvement of working and engaging with individuals at a level they feel comfortable with.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 6th December 2021
Meet our advisers
Mr Gary Jones Dip PFA

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

About us

Chewton Financial is a Financial Services Practice that offers many products and services to solve any number of financial issues clients will invariably encounter during their working lifetime. We will help you break through the jargon, complexity and mystique that often surround financial arrangements, which is why it is vital when advising clients, many of whom, tend to find it quite a complex subject.

We have no affinity to any one Financial Institution, we just select very carefully those companies and products that go hand in hand in securing our clients financial objectives. We pride ourselves on a friendly working relationship with our clients and as a consequence, find our association with clients often last for many years.

Our services

You will receive professional advice about where your financial arrangements are, what they are designed to achieve, if they are adequate or inadequate and more importantly, ascertain whether your products still meet your expectations. You'll also have our help to decide how much provision you need to make and the order of priority in dealing with your finances. Of course it will all be sensibly balanced in relation to your current income and your financial objectives. We will gain a full understanding of your circumstances, recording your information so you can double-check that we really have understood your requirements.

Where to find us
Head office address: The Swallows, Chewton Fields, Ston Easton, Radstock, BA3 4BX
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 6th December 2021

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