Financial Advice

A Massively Warm Welcome to Chestnut!

Chestnut are a family-run practice giving financial advice, serving clients in Lincolnshire, Nottinghamshire, Yorkshire, and the surrounding area.

Our financial advice is provided by Ian, who is devoted to helping his clients, whether individuals, families, or businesses, solve problems or manage their financial planning needs.

In addition Ian prides himself on having a friendly and approachable nature, besides that he also plays an integral part of the local community. He sees his role as being to empower his clients to lead a financially secure future.

Chestnut continues to see a growing demand for highly personalised and trusted face-to-face financial advice and service. We are qualified to meet this growing demand and fill the advice gap, with the strength and depth of our technical resources.

Our personal and family financial advice covers a wide range of services including mortgages, insurance, equity release, long term care planning, investments, estate planning (wills, trusts, inheritance tax planning, and lasting powers of attorney) and retirement planning.

We have also built a reputation for helping small businesses comply with their pension requirements, and giving wider advice because it is important to protect small firms in case of loss or injury of partner or shareholder, loss or injury of staff, or events which need commercial loans protecting.


Helpful money matters advice

We pride ourselves on delivering a rewarding face-to-face service. Our first visit is always on us, getting to learn about you, what you would like to achieve, and how best we might be able to be of service. You can rest assured that we have the depth of experience and knowledge to provide our services for the long term, whatever your needs.
In terms of financial advice, we believe we can help:
• in making the right choices
• with tax efficient planning
• give peace of mind and information
• keep you informed, throughout your life
• give value for money

All the team in Chestnut give you “value added”, not just through ensuring you receive our professional ‘know how’, but also by making sure we contribute to your success.

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For your reassurance; feel free to check our credentials on the regulator’s website, because only authorised financial advisers appear on their register. So please do click on the links below to take you directly to the Financial Conduct Authority’s register, in a new page.

You are now leaving the regulatory site of Chestnut Financial Services Ltd. Chestnut Financial Services Ltd and Quilter are not responsible for the accuracy of information contained within the linked site.

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