Chestnut Financial Services

Chestnut Financial Services, Financial Advisers

Speak to our customer team:

Mon-Sat   9 am to 6 pm

Call Us: 01522 788887

Independent Financial Advisers

Solving Problems For Our Clients

Chestnut Financial Services, Financial Advisers
Independent Financial Adviser Ian Francis
Ian Francis, Independent Financial Adviser

Do you want to talk to an Independent Financial Adviser?

Are you looking for independent financial advice to answer a question or solve a problem?

We understand how money issues can lead to anxiety, confusion, and distrust, so our aim, as independent financial advisers, is simple - to give you;

  • a clear understanding of your options and what's right for you,
  • confidence in how to solve your questions or problems,
  • a clear understanding of any jargon,
  • a happy financial future, and
  • peace of mind.
Advice delivered with care - especially for you

We're passionate, and love nothing more than helping answer our clients' questions and help solve their problems with great financial advice, regardless of your level of understanding of money matters.

Our role as independent financial advisers is simple - help you understand your options and reduce "complexity" into "simplicity".

If you have any questions, simply pick up the phone or drop us an email, we would be delighted to hear from you.

As independent financial advisers, we offer advice across all the financial areas you'd expect, as well as specialising in advising clients with "later life" issues, such as whether equity release is right for them, care needs, and all sorts of pension advice to get the most from what we all want - a long and happy retirement.

Our focus is simple - you!

All the answers you need in one place.

What we do

We do our best to answer your financial questions around personal finance and later life advice. Simple really. We are not advisers to big companies, though some of our clients own or are senior managers of businesses. We also advise employees of firms - all centred around personal finance.

So what is "personal finance"? Its mortgages, investments, pensions, insurance, writing Wills, drafting Lasting Powers of Attorney.

What's "later life" advice? It's what we specialise in - equity release, retirement advice, writing Wills, drafting Lasting Powers of Attorney, the care system (NHS, Local Authority and self-funding) and advising attorneys on their powers and responsibilities.

Financial Adviser Photo of Farley the Labrador
A warm welcome from Farley
What's on your mind? Let's talk...

We offer a free, no-obligation, initial telephone consultation for new clients to answer some initial questions and help you with some first steps.

After that, we will then ask if you would like to set aside more time at a good time of day for you, when we can meet in person (with or without Farley), on video, or by phone, whichever is most convenient for you.

SOLLA Accredited Adviser Logo
What it means to be SOLLA accredited

Clients requiring financial planning in their later life benefit from advice that is clear and concise. Such advice comes from an adviser that is suitably qualified and experienced to advise them and manage their financial planning.

We have been advising clients on long term care solutions for several years now, backed up not just by professional qualifications but also by the membership of various professional bodies, most notably the;

What Our Clients Have Said Logo
What our clients have said

"Ian couldn't have done anything better. Everything about Ian's work was tailored to what we needed.

We had many questions and Ian took time to answer them, checking that we understood each part of our 'happy financial future'.

Ian's knowledge was excellent. He was so professional and trustworthy".

Sheila, Yorkshire

Contact Us:

Call 01522 788887

Email ian@chestnutfs.co.uk

Chestnut Financial Services Limited

2a Sadler Court, Lincoln, LN6 3RG

Other Pages of Interest:

Our Data Privacy Policy

The guidance and/or advice contained within this website is subject to the UK regulatory regime. It is therefore targeted at consumers based in the UK. Chestnut Financial Services Limited. Registered in England no 9918363, 2a Sadler Court, Lincoln, LN6 3RG. Authorised and regulated by the Financial Conduct Authority.