01509 610472
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Financial planning that starts with you.

We help you define what a great life looks like, then make sure your wealth is doing everything it can to get you there.

Start Your Journey Here

We work with people at all kinds of life stages. Which of these sounds most like you?

Coming Into Money

Whether it's from a business sale, an inheritance, or another significant event, sudden wealth brings real decisions. We help you get it right.

Selling or Exiting Your Business

You've built something valuable. Now it's time to make sure the sale works as hard for your future as you have for your business.

Family Wealth Planning

From supporting your children to thinking about the longer term, we help you make thoughtful decisions that reflect what your family means to you.

Inheritance Tax and Estate Planning

You want to pass on what you've worked for — to the right people, in the right way, with as little lost to tax as possible.

Life Planning and Financial Independence

You've worked hard and built up wealth. Now you want to make sure your finances are genuinely working for the life you want to live.

Planning for Retirement

Whether retirement is a few years away or just around the corner, a clear plan makes all the difference to how confidently you get there.
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Planning for a Life You Love

Great financial planning isn’t really about money — it’s about what your money makes possible. The freedom to make choices. The confidence to move forward. The peace of mind that comes from knowing everything is in order.

But to get there, you first need to know what you’re actually planning for. And that’s less obvious than it sounds.

Most financial advisers will ask about your goals. We go deeper. Our Financial Road Map® is a structured process designed to uncover what truly matters to you — your real values, not just the ones you think you have. Many of our clients are surprised by what comes up. Things they hadn’t consciously articulated, but instantly recognise as true.

Those values become the north star for everything we do. Every decision, every recommendation, every plan — all guided by what genuinely matters to you, not just what looks good on a spreadsheet.

The result is a financial plan that doesn’t just work — it feels right.

find out more about our Financial Road Map®

CISI Accredited Firm Logo

We’re one of a small number of firms in the UK recognised as an Accredited Financial Planning Firm™ by the Chartered Institute for Securities and Investments (CISI).

It’s a mark of quality we’re proud to hold — and a reflection of our commitment to doing the right thing for our clients, every step of the way.

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

Founder, 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 | Anna Sidat

About Anna

Anna Sidat

Financial Planning Manager and Chartered Financial Planner
Chesterton House | Ross Mackie

About Ross

Ross Mackie

Chartered Financial Planner
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. Certified 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

Our clients

⭐ Rated 4.9 out of 5 on Google.  Click here to visit our profile.

 

⭐⭐⭐⭐⭐

I moved all my pension pots to this company about 7 years ago, since then they provide me with an income from my pension ( pension drawdown),invest and sort out all the legal stuff and advise me annually and are always on hand if I have an enquires.

I’m so glad I found them and feel at ease that they are looking after my pension now and for the future.

– Alan

⭐⭐⭐⭐⭐

I have used Chesterton House to manage my pension for a number of years now both pre and post retirement. The financial planner there has been excellent giving sound advice and support throughout.

– Neil

⭐⭐⭐⭐⭐

Had a great meeting today with Lisa. It’s professional and informative but makes you feel like you are meeting friend. Always a warm welcome and plenty of time to discuss personal issues and future investments. I had all my worries and questions addressed leaving me feeling safe and content.

– Lynne

⭐⭐⭐⭐⭐

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.

– Glyn

Let's start with a conversation.

If you’d like to explore what financial planning could look like for you, we’d love to hear from you. There’s no obligation and no jargon — just a relaxed, honest chat about where you are and where you’d like to get to.

Click here to Book Your Free Initial Call Now or send us a message using the form below.

    Phone
    01509 610472
    Visit us

    3 Rectory Place, Loughborough, LE11 1UW

    Chesterton House Financial Planning Ltd
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