Why Choose Us

There are a few reasons why we are the right financial planners for you.

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Our Values-Driven Approach

We go beyond traditional financial planning by focusing on your core values and aligning your financial decisions with what truly matters to you.

To do this, we use a proven exercise called the Financial Road Map® to understand what’s most important to you. It’s a process we’ve been using for the last three decades, and it has helped hundreds of people get absolute clarity about the future.

Learn more about our process
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CISI Accredited Firm 

Accredited and Experienced Team

Our team of Financial Planners brings deep experience, expertise, and professional qualifications to help you build a secure and fulfilling future.

We’re proud to be an Accredited Financial Planning Firm™ with the Chartered Institute for Securities & Investment (CISI) – a recognition held by only a small number of firms across the UK. It reflects our commitment to delivering outstanding, ethical advice at the highest standard.

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Built For The Long Term

We’re not here for a one-off transaction — we’re here to support you for the long haul.

As your life changes, we’ll be by your side, updating your plan, answering your questions, and helping you stay on track. Our goal is to build a lasting relationship that gives you and your family confidence through every stage of life.

By combining your values, goals, and financial position, we create a plan that empowers you to achieve your vision for the future.

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Local and Independent

We’ve been proudly based in Loughborough for over 35 years, building long-standing relationships with individuals and families across the East Midlands.

As independent financial planners, we’re free to focus entirely on what’s right for you. That means unbiased advice, personal service, and a genuine commitment to helping you achieve your goals.

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Transparency and trust

Trusted by Our Clients

When we asked clients what they value most about working with us, here’s what they said:

“Knowing that someone is looking after our finances.”

“A balance of work and life that I didn’t think was possible at this stage of my life.”

“Knowing I’m supported and looked after by a reputable company and an excellent adviser.”

“Knowing that dependents have continuity of advice.”

“The peace of mind that our financial pot is in safe hands and that it will meet my retirement and family goals.”

We believe in transparency, clear communication, and upfront fees. You’ll always know exactly what to expect — no surprises, no hidden costs.

What It Costs

Collaborative by Nature

We know that the best results come from joined-up thinking.

If you already work with an accountant or solicitor, we’ll collaborate closely with them to make sure your financial, legal, and tax planning are all working in harmony. And if you need help building your team, we can connect you with trusted professionals who share our values and approach.

Our role is to bring everything together — so you can move forward with confidence, knowing every part of your financial life is aligned and working for you.

Get Your Entire Financial House in Order Today

Get Started

Ready to Transform Your Financial Future? Arrange Your Free Initial Consultation Today

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    2-3 Rectory Place, Loughborough, LE11 1UW

    Chesterton House Financial Planning Ltd
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