Financial Planning for What Matters.

We transform your goals into a clear Financial Road Map® that reflects your values and helps you live your ideal life.

CISI Accredited Firm Logo

We’re proud to be a CISI Accredited Financial Planning 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.

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.

Live the Life You Truly Want

At Chesterton House, we believe great financial planning isn’t just about numbers – it’s about helping you live the life you truly want.

Our Values-Based Financial Planning approach is designed around you. We help you clarify what truly matters, align your wealth with your goals, and create a plan that gives you confidence, freedom, and peace of mind.

Our mission is simple: to inspire you to plan and achieve your goals, get your entire financial house in perfect order, and have a great life.

With expert guidance and a highly personal approach, we help you:

✅ Define what a great life means to you – and structure your finances to support it.
✅ Get your entire financial house in order – so everything is working together seamlessly.
✅ Make confident, values-driven decisions – with a clear plan for the future.
✅ Stay in control, no matter what life brings – with a trusted partner by your side.

You’ve worked hard to build your wealth – now let’s make sure it’s helping you live the life you deserve.

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