01509 610472
advice@chestertonhouse.co.uk
portal
portal

Andy Jervis

Chairman and Certified Financial Planner™

What does “Certified Financial Planner™” mean?

The Certified Financial Planner (CFP) accreditation is recognised globally as the “gold standard” for financial planning professionals.

It is awarded by the Chartered Institute for Securities and Investment (CISI) and is only granted where the holder can demonstrate they meet rigorous international competency, ethical and professional practice standards.

About Andy

Andy founded Chesterton House in 1987 and has been working directly with clients ever since. He specialises in coaching clients to understand their values, uncover meaningful goals, and develop personalised plans to achieve them. Having guided hundreds of people to success, Andy is a respected professional in the industry, known for his impactful advice and insightful presentations at leading financial planning conferences.

Qualifications

Certified Financial Planner
A Certified Financial Planner (CFP) is a financial professional who has met rigorous standards in education, experience, and ethics. The CFP certification is recognised globally as the gold standard for financial planning professionals, reflecting their expertise in managing investments, retirement, estate planning, taxes, and insurance while always acting in their clients' best interests.
Chartered FCSI (Financial Planning)
A Chartered FCSI (Financial Planning) is a prestigious designation awarded to financial planning professionals who have achieved the highest standards in education, experience, and ethical practice. This certification, recognised globally, signifies exceptional expertise in providing comprehensive financial advice and planning, ensuring clients receive top-tier, trustworthy guidance for their financial goals.
ACII (Associateship)
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
FPC (Financial Planning Certificate)
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.
AFPC (Advanced Financial Planning Certificate)
To have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
CertCII (Life and Pensions) Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
Level 3 Award in Long Term Care Insurance
This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Specialises in

financial planning
investments
working with businesses
coaching

Spotlight questions

When i’m not working you’ll find me...

On my narrowboat.

My favourite place in the world is…

At the top of Beacon Hill on a clear day, because you can see the whole world from there.

My favourite song to play in the car (or anywhere) is...

‘Time’ by Pink Floyd.

We’re here to help you

Build a personalised Financial Road Map®
with our team of experienced financial planners.
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 | Alex Lynott

About Alex

Alex Lynott

Mortgage and Protection Specialist
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

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