Us

Giving you reassurance and guidance to transform your financial life.

What we believe

Life throws major financial decisions at us all. While going it alone might seem tempting, navigating these complexities requires expert guidance. That’s where we come in. Partnering with an experienced, independent and accredited financial planner like us provides the expertise you need to chart the best course for your future.

For more than 30 years, we’ve been dedicated to helping individuals achieve financial freedom. We work with you to craft a personalised Financial Road Map® tailored to your unique goals, risk tolerance, and life stage. We ensure your financial affairs are in perfect order, minimising complexity and reducing stress. With ongoing reviews and adjustments, we’re committed to building a lasting partnership focused on your long-term success. Let us handle the financial complexities while you focus on what truly matters to you.

our values

One roof, unparalleled expertise

At Chesterton House Financial Planning, we understand that financial wellbeing requires a holistic approach. That’s why we leverage a network of experienced professionals, allowing us to provide comprehensive financial planning solutions that consider all aspects of your financial life.

One of our greatest strengths is the seamless client experience we offer under one roof. Within the Chesterton House group, you can access a team of experienced financial planners from Chesterton House Financial Planning, along with legal professionals from Woolley Beardsleys & Bosworth Solicitors and accountants from Chesterton House Accounting Services. These respected professionals collaborate closely to develop a plan tailored to your unique circumstances, ensuring your financial picture is considered from all angles. This eliminates the need to coordinate with multiple providers, saving you time and ensuring a smooth and efficient process.

Celebrating our legacy

With a combined history of serving the Loughborough community for more than 300 years, our team boasts a deep understanding of your needs. This rich heritage translates into a commitment to providing exceptional financial planning services that empower you to make informed decisions about your future.

A landmark in the area

Our beautiful office space in Loughborough boasts a rich and fascinating history. Built in 1802, Chesterton House stands proudly as one of the town’s finest examples of Georgian architecture. But its significance goes far beyond its architectural beauty.

In 1850, Chesterton House became a pioneer in English education as the nation’s first grammar school for girls. This marked a pivotal moment in educational access, paving the way for future generations. While the school’s tenure at Chesterton House was brief, its legacy remains deeply embedded within the building’s walls.

After serving as a girls’ school, Chesterton House transitioned through various owners before being acquired by William Warner in 1919. It was during his ownership that the building received its current name, a tribute to his uncle, who helped him establish his business in Loughborough. This connection between the building and local entrepreneurship resonates with our firm’s mission to empower financial success in the community.

Today, Chesterton House is a meticulously restored landmark, forming the centrepiece of three listed buildings in Rectory Place. We, at Chesterton House Financial Planning, have been proud occupants since 1991. As stewards of this historic building, we are committed to preserving its legacy while providing a modern and welcoming environment for our clients.