A Trusted Financial Adviser For You and Your Family

Our Covid update: We are open as usual, always putting the safety of our clients first. For more information please contact us.

What We Do For You

Need a financial adviser? Let us help

Got a problem? We help fix it

Get control of your finances

Get independent financial advice

Our Advice For You

Protects you and your family

Plans your spending and saving

Helps you enjoy retirement

Secures your house mortgage

Gives peace of mind

Financial Adviser What We Do

Our Value For You

We can build financial security

We help you understand money

We make the complex, simple

We take on administration hassle

We help you make tax savings

Our Difference

We don't think you want "products"

We think you want peace of mind

We think you want security

We think about you

Financial Adviser What We Do

What We Do For You

Need a financial adviser? Let us help

Got a problem? We help fix it

Get control of your finances

Get independent financial advice

Our Advice For You

Protects you and your family

Plans your spending and saving

Helps you enjoy retirement

Secures your house mortgage

Gives peace of mind

Our Value For You

We can build financial security

We help you understand money

We make the complex, simple

We take on administration hassle

We help you make tax savings

Our Difference

We don't think you want "products"

We think you want peace of mind

We think you want security

We think about you

What We Do For You

Need a financial adviser? Let us help

Got a problem? We help fix it

Get control of your finances

Get independent financial advice

Our Value For You

We can build financial security

We help you understand money

We make the complex, simple

We take on administration hassle

We help you make tax savings

Our Advice For You

Protects you and your family

Plans your spending and saving

Helps you enjoy retirement

Secures your house mortgage

Gives peace of mind

Our Difference

We don't think you want "products"

We think you want peace of mind

We think you want security

We think about you

Meet Our Team...

We pride ourselves on our family-friendly nature, after all, we are a family too!

We've moved homes a few times, we have insurance to protect our income and our health, we have some investments and some pensions. We have grand-children, children, and parents. Everyone has different problems and needs, and we enjoy sorting out answers.

So whether it's a mortgage, insurance, investing, pensions, care fees, Wills, or Lasting Powers of Attorney, we are the financial advisers to talk to.

About Ian Francis

Ian has spent over 30 years involved with financial services, in many senior roles including independent financial advice. Ian is a member of a variety of professional bodies as well as having Chestnut directly regulated by the Financial Conduct Authority.

Click to go to the Financial Conduct Authority's register showing our authorisation

Ian has been married to Emma, his best friend, tireless listener, and greatest encourager, for twenty years. He has three sons and three grandsons. In addition to family time, he also enjoys his food, wine, rugby, and walking Farley.

Ian is well qualified to give independent financial advice. His professional memberships include the Chartered Insurance Institute, the Personal Finance Society, the Society of Mortgage Professionals, the Society of Will Writers, and the Society of Later Life Advisers.

Ian has also passed specialist exams for equity release and long-term care financial advice.

Click on any of the logos below to read more about them.

About Farley

Be prepared to hear about Farley, Ian's seven-year-old Labrador Retriever, who first arrived into the family as a 'Guide Dogs for the Blind' puppy but didn’t quite make their grade.

Quite a story, involving Emma hood-winking Ian into having a puppy for the family, then Ian and the boys out-voting Emma to keep Farley after Guide Dogs asked if we would take him back!

Farley is the office's versatile official stamp-licker, guest-greeter, and foot-warmer, and doesn't mind being the center of attention.

Ian spends a lot of time walking Farley in the countryside, and you will always find Farley in need of a stroke and words of praise.

About Emma Francis

Emma manages the whole office and searches for solutions to our client's problems.

Emma is also studying professionally, with the Chartered Insurance Institute and London Institute of Banking and Finance.

A keen supporter of women's cancer charities, having already cycled in northern India, Emma has recently announced that her next expedition will be in Thailand!

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Chestnut Financial Services Limited. Registered in England no 9918363. Registered office: 10 Newark Road, Bassingham, LN5 9HA.
Authorised and regulated by the Financial Conduct Authority No. 840940