Us

Giving you reassurance and guidance to transform your financial life.

What We Believe

Life throws major financial decisions your way — and while going it alone might seem easier, navigating those complexities calls for expert help. That’s where we come in. Partnering with an experienced, independent, and accredited Financial Planner means you get the knowledge and guidance to map out the best path for your future.

For more than 35 years, we’ve been dedicated to helping individuals achieve financial freedom. Together, we build a personalised Financial Road Map® designed around your goals, comfort with risk, and where you are in life.

We take the stress out of managing your finances by keeping everything in order, simplifying the complex, and reviewing your plan regularly. Our commitment is to a lasting partnership focused on your long-term success — so you can focus on what really matters to you.

our values

Seamless, Joined-Up Advice

At Chesterton House Financial Planning, we understand that real financial wellbeing means looking at your whole financial picture. That’s why we work closely with your trusted accountants and legal advisers to provide advice that’s joined up and tailored to your needs.

Whether you already have a team in place or are looking for recommendations, we coordinate with them to deliver a seamless service that saves you time and ensures all aspects of your financial life work together smoothly.

A Landmark in the Area

Our office is based in the beautiful Chesterton House, one of Loughborough’s finest Georgian buildings, built in 1802. But it’s not just about the architecture — Chesterton House was home to England’s first grammar school for girls in 1850, a real milestone in education and opportunity.

Later, the building was owned by William Warner in 1919, who named it after his uncle — a nod to local entrepreneurship, which mirrors our own mission to support financial success in this community.

Today, Chesterton House is a carefully restored historic landmark and forms the heart of three listed buildings in Rectory Place. We’ve proudly called it home since 1991, and as custodians of this special place, we balance preserving its legacy with creating a welcoming, modern space for our clients.