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.

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.

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.

Our focus is simple - you!

All the answers you need in one place. Ensuring that money is one less thing to worry about.

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.

SOLLA Accredited Adviser Logo
What it means to be SOLLA accredited

As a financial planner accredited by SOLLA (the Society of Later Life Advisers), I know that the transition to elder care happens more smoothly and is often more aligned to the expectations of the individual and their family when plans are made in advance. This includes advanced planning around finances.

It’s often a surprise to people that later-life financial planning is a specialist area within the wider field of financial advice, but it is!

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.

This means you can work with an expert in funding care (whether for a care home or in-home care) and other later life financial matters – ensuring that money is one less thing to worry about when arranging for your own short or long-term care, or that of a parent.

We have been advising clients on long-term care, Lasting Powers of Attorney, Will writing and retirement solutions for several years now, backed up not just by professional qualifications but also by the membership of various professional bodies, most notably the Society of Later Life Advisers (SOLLA) and the Personal Finance Society.

Our team led by Ian Francis Independent Financial Adviser
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, on video, or by phone, whichever is most convenient for you.

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

Chestnut Financial Services Limited

2a Sadler Court, Lincoln, LN6 3RG

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We are proud supporters of the

Lincolnshire Police Federation

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.