Chesterton House Financial Planning

Business Details

Expert Financial Planning Services in Loughborough

Chesterton House Financial Planning has been dedicated to helping individuals achieve financial freedom for over 35 years. Our values-driven approach focuses on aligning financial decisions with clients' core values through our unique Financial Road Map process. As an Accredited Financial Planning Firm by the Chartered Institute for Securities & Investment (CISI), we combine deep expertise with ethical standards to deliver personalized financial strategies.

Our team of certified professionals prioritizes long-term relationships, ensuring clients receive ongoing support as their lives evolve. We maintain transparency in fees and communication, fostering trust through clear, upfront advice. Our independence allows us to provide unbiased recommendations tailored to each client's unique circumstances.

Services

Financial Planning Retirement Planning Wealth Management Business Growth Planning Investment Advice

Highlights and features

We use a values-driven approach to align financial decisions with your personal priorities
Our team holds Chartered Institute for Securities & Investment (CISI) accreditation
We maintain long-term relationships to adapt plans as your life circumstances change
We provide independent, unbiased financial advice tailored to your unique situation
We prioritize transparent communication and clear fee structures

Associations and certifications

Chartered Institute for Securities & Investment (CISI)

What people say

Helpful financial road map Excellent pension advice Professional and informative Feel safe and content Best financial decision

Website

Update Listing

Services

Financial Planning

Our Financial Road Map process creates personalized plans aligned with your values and life goals. We combine values-based planning with technical expertise to develop comprehensive strategies that adapt to changing circumstances. Our approach ensures financial decisions support your vision for the future while maintaining flexibility for life's inevitable changes.

Retirement Planning

We help clients transition smoothly into retirement with tailored pension drawdown strategies and income planning. Our services include pension consolidation, tax-efficient withdrawal planning, and longevity risk management. We ensure your retirement plan evolves with regulatory changes and personal circumstances to maintain financial security throughout retirement.

Wealth Management

Our wealth management services preserve and grow assets through diversified investment strategies. We focus on intergenerational wealth transfer, tax-efficient structuring, and risk management. Our approach combines portfolio management with estate planning to protect wealth for both current and future beneficiaries while maintaining liquidity for immediate needs.

Business Growth Planning

We align business success with personal financial objectives through strategic planning. Our services include business succession planning, corporate tax optimization, and owner exit strategies. We help entrepreneurs integrate business growth with personal financial goals while maintaining continuity for employees and stakeholders.

Investment Advice

We provide tailored investment strategies based on individual risk profiles and financial objectives. Our approach combines market analysis with personal circumstances to create diversified portfolios. We offer ongoing portfolio reviews and adjustments to maintain alignment with evolving goals and market conditions while emphasizing long-term growth and capital preservation.

People

Andy Jervis

Founder, Chairman and Certified Financial Planner

With over 35 years in financial services, Andy established Chesterton House to combine technical expertise with values-based planning. He pioneered the Financial Road Map process and maintains active client relationships while guiding the firm's strategic direction.

Rachel Kitching Burrows

Managing Director

Rachel oversees daily operations and client service delivery. With extensive experience in financial planning, she ensures the firm maintains its commitment to ethical advice while implementing innovative planning techniques that adapt to changing client needs.

David Wright

Financial Planning Director

David leads the financial planning team, combining technical expertise with a client-focused approach. He specializes in complex financial arrangements and ensures the team maintains the highest professional standards while delivering personalized solutions.

Anna Sidat

Financial Planning Manager and Chartered Financial Planner

Anna manages client relationships and develops tailored financial strategies. As a Chartered Financial Planner, she brings technical excellence to client solutions while maintaining the firm's values-driven approach to financial advice.

Lisa Leeland

Senior Chartered Financial Planner

Lisa provides expert financial planning services with a focus on retirement and intergenerational wealth transfer. Her Chartered status reflects deep technical knowledge combined with a commitment to delivering practical, client-centered solutions that adapt to changing circumstances.

Questions

What makes your financial planning approach different?

Our values-based approach uses the Financial Road Map process to align financial decisions with your personal priorities, creating plans that reflect what truly matters to you.

How do you charge for your services?

We provide transparent fee structures with no hidden costs. Charges depend on the complexity of your situation and the services required, which we discuss during our initial consultation.

Can you help with pension consolidation?

Yes, we specialize in pension consolidation and drawdown strategies, helping clients simplify their retirement finances while optimizing tax efficiency and investment growth.

Do you work with clients outside the UK?

While primarily serving UK residents, we can provide advice to international clients. Contact us for specific guidance on cross-border financial planning considerations.

How often do you review financial plans?

We recommend annual reviews, with additional check-ins for significant life changes. Our ongoing support ensures your financial plan adapts to evolving circumstances and market conditions.

What qualifications do your advisers hold?

Our team includes Chartered Financial Planners and CISI-accredited professionals, maintaining the highest industry standards through continuous professional development and ethical practice.

Reviews (7)

Write a Review

Caroline Oades

Nov 15, 2021 Report

Chesterton House first advised me some twenty years ago, with guidance on a choice I had to make about my corporate pension. With that guidance, I made the right decision and have since benefitted greatly from that and other advice received from the team at Chesterton House. In recent years, my partner and I have relied on Chesterton House to provide recommendations on other big financial decisions and actions, with Lisa and her team now providing regular guidance on investments, Amarjeet and his team providing ongoing tax advice, Alex advising us on mortgage choices and the team at Woolley Beardsley

Michael Hunter

Sep 17, 2021 Report

Positive:Professionalism,Quality
Friendly and helpful with sensible ideas on money management, wills etc

Mary Mays

Aug 05, 2021 Report

Chesterton House have been looking after us for the past ten years. Over this time our portfolio has achieved above our expectations. We have taken out regular income and some lump sums and the capital has not eroded. Access to legal and tax return services all in one place makes things so much more efficient. Would not hesitate to recommend Chesterton House.

Linda Williams

Jul 21, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Been a client here for 13 years. Staff always very professional and helpful. Would recommend to anyone wanting sound financial advice and planning.

Fiona Biddle

Jul 07, 2021 Report

I have been a client of Chesterton House for almost 10 years and I am so happy I found them! The service is so professional but so personal too. I had my annual meeting today and Lisa remembered everything about my family. Ok, she probably has it written down but it comes across as being so genuine, and the results are outstanding! I'd give more than 5 stars if I could!

Scott Gaten

Jun 20, 2021 Report

Positive:Professionalism,Quality,Responsiveness
Lisa and the team look after my Pension savings and I am delighted with the professional service I receive. The savings plan is clear and Lisa gives the service a real personal touch

Glyn Geary

Jun 07, 2021 Report

Engaging the services of Chesterton House was one of the best decisions my wife and I have ever made. Feel like we are in control of our destinies and able to make the most of our pension savings. Big enough to be secure and small enough to be personal and caring. Do feel we can trust them with our futures and would happily recommend them to friends and family.