Intergenerational wealth planning

Navigate the investment landscape with confidence.

A bespoke approach to investing

Many families aspire to see their loved ones thrive, not only in the present but for generations to come. However, navigating the complexities of financial planning across multiple generations can be a daunting task.

At Chesterton House, we understand the importance of creating a comprehensive financial plan that caters to the needs of your entire family, both present and future. We offer a collaborative approach to intergenerational financial planning, guiding you through every step of the process.

We’ll help you answer these questions:

How can I support my family in the way I want?
Am I making the right investment decisions for my family?
Are my investments best suited to my goals?
What will happen to my wealth if anything happens to me?

How we’ll help you

We work closely with you and your family to clearly define your long-term financial aspirations. Whether it’s funding future education, supporting future generations financially, or simply ensuring everyone enjoys a comfortable retirement, we’ll help you establish a shared vision that reflects the needs and desires of each generation within your family.

Your long-term plan

Families aren’t static; they grow, change, and adapt over time. That’s why we will be there with you, helping you make good financial decisions that support your family while preserving your own financial independence and security. We don’t do one-off transactions and leave.

You will see much better results when you have a team dedicated to achieving your long-term goals. We want to see you achieve your visions and will be there to make any necessary changes along the way. What we do is financial planning at its finest.

CISI Accredited Firm

Only a select few firms in the UK hold the prestigious title of Accredited Financial Planning Firm™ by the Chartered Institute for Securities and Investments (CISI). We are proud to be among them, a testament to our unwavering commitment to excellence in everything we do.