About You

How We Can Help You

We work with people at different stages of life, but most of our clients fall into one of three groups: business owners preparing to sell or step back, people aged 45 and over planning for retirement or already living it, and families managing the complexity that comes with significant wealth.

Wherever you’re starting from, the areas below cover the situations we help with most.

Coming Into Money

Whether it's from a business sale, an inheritance, or another significant event, sudden wealth brings real decisions. We help you get it right.

Selling or Exiting Your Business

Join the dots between your business and personal goals — and make confident decisions about what's next.

Family Wealth Planning

From supporting your children to thinking about the longer term, we help you make thoughtful decisions that reflect what your family means to you.

Inheritance Tax and Estate Planning

You want to pass on what you've worked for — to the right people, in the right way, with as little lost to tax as possible.

Life Planning and Financial Independence

You've worked hard and built up wealth. Now you want to make sure your finances are genuinely working for the life you want to live.

Planning for Retirement

Whether retirement is a few years away or just around the corner, a clear plan makes all the difference to how confidently you get there.

Let's start with a conversation.

If you’d like to explore what financial planning could look like for you, we’d love to hear from you. There’s no obligation and no jargon — just a relaxed, honest chat about where you are and where you’d like to get to.

Click here to Book Your Free Initial Call Now or send us a message using the form below.

Phone

01509 610472

Email

advice@chestertonhouse.co.uk

Visit us

3 Rectory Place, Loughborough, LE11 1UW