Why 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 an 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.

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CISI Accredited Firm 

Experienced and qualified team

Our team of experienced financial professionals possesses a wealth of experience, expertise and qualifications to guide you towards a secure and fulfilling future.

Earning Accredited status from the Chartered Institute for Securities and Investments (CISI) is a mark of distinction, signifying our commitment to the highest standards in financial planning. This prestigious recognition, held by only a select few firms in the UK, assures you that you’re partnering with a highly qualified and experienced team.

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Long-term approach

We’re not a “one and done” firm; we’re committed to being your long-term financial partner, providing ongoing support and adjustments to your plan as your life evolves. We’ll be there for you and your family during all of life’s big moments, answering your questions and steering you in the right direction.

By combining your values, goals, and current financial position, we create a Financial Road Map® that empowers you to achieve your dreams and live the life you’ve always envisioned.

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Local and independent

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.

As independent financial planners, we offer completely independent advice that is focused on helping you achieve your goals in the most effective way possible.

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Transparency and trust

In our recent survey, we asked our clients: “What is the biggest single benefit you get from working with us?”. Here is a selection of the answers we received:

  • “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 clear communication and upfront fees. You’ll always know exactly what you’re getting and will never be charged without your prior agreement.

We follow a joined-up approach

With more than 30 years of experience, our collaborative approach with our financial, accounting and legal teams ensures a personal service that is tailored to you. It’s a one-of-a-kind experience that you won’t find at other local firms and truly sets us apart.

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.

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.

    Visit us

    2-3 Rectory Place, Loughborough, LE11 1UW