01509 610472
advice@chestertonhouse.co.uk
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Your future is in safe hands

Values Based Financial Planning so you can live a great life.

Does this sound like you?

Investing a lump sum

Transform your lump sum into a powerful financial asset with expert advice tailored to your goals.

Business growth and financial planning

Align your business with your personal goals and make better-informed decisions.

Intergenerational wealth planning

Navigate the investment landscape with confidence.

Passing down and protecting wealth

Manage your money, protect those you love and plan for the future.

Building wealth for independence

Whatever your life goals, we will be here to ensure you achieve them.

Preparing for or at retirement

Your next chapter begins now. Chart your course for a life you’ll love.
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The Chesterton House story

Since 1987, our team of independent financial planners has been dedicated to crafting bespoke solutions, guided by our Values Based Financial Planning approach. We partner with our clients for the long term, helping them define and achieve their life goals.

Through our holistic, tailored financial planning, we ensure that your financial house is in perfect order, giving you the clarity and confidence to live life to the fullest.

We take pride in our long-standing commitment to delivering the freedom to live the life you truly want—today, tomorrow, and for generations to come.

find out more

We’re here to help you

Build a personalised Financial Road Map®
with our team of experienced financial planners.
Chesterton House | Andy Jervis

About Andy

Andy Jervis

Chairman and Certified Financial Planner™
Chesterton House | Jon Potter

About Jon

Jon Potter

Compliance Director
Chesterton House | Rachel Kitching Burrows

About Rachel

Rachel Kitching Burrows

Managing Director
Chesterton House | Dawn Hubbard

About Dawn

Dawn Hubbard

HR Director
Chesterton House | Richard Urwin

About Richard

Richard Urwin

Director
Chesterton House | Sue Sams

About Sue

Sue Sams

Senior Financial Planner
Chesterton House | Callum Donoghue

About Callum

Callum Donoghue

Financial Planner
Chesterton House | Jordan Wong

About Jordan

Jordan Wong

Financial Planning Manager and Chartered Financial Planner
Chesterton House | Lisa Leeland

About Lisa

Lisa Leeland

Senior Chartered Financial Planner
Chesterton House | Sam Harrington

About Sam

Sam Harrington

Financial Planner
Chesterton House | David Wright

About David

David Wright

Financial Planning Director
Chesterton House | Joe Fawcett

About Joe

Joe Fawcett

Financial Planner
Chesterton House | Kaushika Chauhan

About Kaushika

Kaushika Chauhan

Financial Planner
CISI Accredited Firm Logo
CISI Accredited Firm 

Only a select few firms in the UK hold the prestigious title of Accredited Financial Planning Firm™ by the Chartered Institute for Securities and Investments (CISI). We are proud to be among them, a testament to our unwavering commitment to excellence in everything we do.

Contact us

We are always here to help and answer any questions you might have about our services. Get in touch with our friendly team today.

    Phone
    01509 610472
    Visit us

    2-3 Rectory Place, Loughborough, LE11 1UW