01509 610472
advice@chestertonhouse.co.uk
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Do you want to live a great life?

We’ll help make it happen

Our Proven Process

People approach us for a number of reasons. Perhaps you need a trusted partner to help you organise your financial life. Or maybe you’re capable of managing your affairs but lack the time to do it properly, leaving things undone. Alternatively, you might recognise the value of having a knowledgeable professional team to maximise your financial potential.

Whatever your reason, with over 30 years of experience, a unified approach from our Financial, Accounting, and Legal teams, and a personalised service tailored to you, we’re confident in providing a one-of-a-kind experience.

What does 'Values-Based' mean?

Your Values are the set of operating principles that are intrinsically and profoundly important to you personally. Your Values will guide you through difficult decisions, and point you towards the best actions for you. Our Financial Road Map process is designed to uncover your deepest values and work out what’s truly important to you.

It’s a process we’ve been using for the last two decades, and it has helped hundreds of people to get real clarity about the future. It can help you, too, by enabling us to create a truly bespoke financial plan based on your own unique circumstances and goals.

​You tell us what you want to achieve, and we’ll help you take the financial steps that turn your plan into reality.

Your Financial Roadmap

Getting Started

Starting your financial journey with us is simple. You can contact us via email, phone, or visit us in person.

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We begin with a complimentary 30-minute consultation, where you can discuss your financial goals and needs with a dedicated financial planner.

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If we determine that we’re a good fit for you, we’ll invite you for an in-depth meeting to craft your customised ‘Financial Road Map’.

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Next, our team will develop a comprehensive Financial Plan designed specifically to achieve your goals.

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We’ll then meet again to explain your personalised plan in detail, outlining the exact steps you need to take to reach your financial destination.

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With your plan in hand, we’ll work together to put your strategies into action.

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After implementing your plan, we’ll schedule regular progress meetings to ensure you remain on track. These meetings will allow us to review your progress, make any necessary adjustments, and keep you motivated on your financial journey.

Start Your Journey

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