Chestnut Financial Services Limited

10 Newark Road, Bassingham, LN5 9HA

Call Us: 01522 788887

Email Us: ian@chestnutfs.co.uk

Chestnut Financial Services Limited

10 Newark Road, Bassingham, LN5 9HA

Call Us: 01522 788887

Email Us: ian@chestnutfs.co.uk

Chestnut

Financial Services Limited

10 Newark Road,

Bassingham,

LN5 9HA

Call Us: 01522 788887

Email Us: ian@chestnutfs.co.uk

Independent Financial Advisers

Reliable and Local to You

Our Very Latest Coronavirus Update

As financial advisers, you can imagine how keen we are to meet our clients now that the restrictions have been lifted, provided none of the residents are symptomatic, self-isolating, or shielding. We are happy to meet in gardens as well as inside your home, so long as we remain at a good distance. Our aim is not to touch surfaces, handles, etc, to keep your risks to a minimum. We are still able to handle almost everything by video conferencing, telephone, email and post. So we can be really flexible for you.

A Very Warm Welcome

Whether you are looking for mortgage advice, equity release advice, retirement planning advice, financial and investment planning, Wills, Lasting Powers of Attorney (LPAs), or care fees advice; as independent financial advisers, we think we have it all covered for you.

But we do things a bit differently - we really want to understand why you want something, and see if you can achieve financial happiness. That's important to us because we know you (and we) will only live once (unlike Mr. Bond). If life isn't a rehearsal then surely we all deserve to get the most out of it.

We think you want us to answer your questions - whatever they may be - and to work with you to clarify what really makes you happy. If we can understand what really makes you happy, and would do for the rest of your life, then we can come up with a financial plan together to best use your money in making you ... happy! Together we will craft an achievable and fulfilling lifetime financial master plan. This will ensure you have a clear strategy to help you accomplish your life goals and aspirations. Life is not a rehearsal; a plan will make your goals a reality.

As independent financial advisers, we frequently meet clients who tell us they don't understand anything about financial and investment planning or how and why they have got to where they are. We also meet clients keen to sort out their retirement planning - whether looking to fund it or take benefits. We enjoy solving problems and our clients are great at giving us them!

As financial advisers, we believe it's about our clients feeling financially secure - something that is priceless, particularly in the current climate - because we work hard to solve problems and help achieve everything they want out of life, with confidence.

Sometimes our clients are in the position of having to rebuild their financial independence, often in the later stages of their life, possibly because of divorce, redundancy, or family death. Sometimes our clients haven’t had responsibility for their financial affairs previously.

We aim to reassure everyone, they are not alone and we may be in a position to help, plotting a financially secure way ahead in such challenging times.

Our expertise is to develop our understanding of you and try to help build a financial plan, which might mean that things need changing, but it might not! We just give honest financial planning and financial advice focused on you.

As passionate independent financial advisers, we pride ourselves on our family-friendly nature, aiming to help clients build secure futures with financial confidence and understanding.

Photo of Farley! Ian's Golden Labrador and official stamp licker!

Meet Farley...

At the heart of Chestnut is a belief that our service should always be professional, friendly, ethical, and honest. However - be aware of Farley!

Farley, a golden labrador/retriever is a "failed" guide dog puppy, though I prefer to think of him as 'retiring' at the end of his Guide Dogs for the Blind course, albeit he was only 14 months old. We raised him as a puppy so when Guide Dogs for the Blind asked if we wanted Farley back, and the rest is history. From puppy to retired, Farley just relaxes, yawns, sleeps, and gets ready to be fussed over!

Why Are We Different?

We Listen, Learn, and Deliver For YOU!

We appreciate that most people are not interested in financial products or investments, they want peace of mind and security about knowing where they are going financially. So, as financial advisers, we look at what you have and see what, if anything, needs changing to help you.

That's why everything we do is tailored to the unique needs of our clients and their loved ones.

 

Photo of Emma Francis, Office Manager, for Chestnut Financial Services Limited

Please Get In Touch

We always look forward to speaking with our clients.

You can telephone our office on 01522 788887.

Or you can email us - our address is ian@chestnutfs.co.uk

Logos for Chestnut Financial Services

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