A Very Warm Welcome to Chestnut Financial Services Limited
Independent Financial Advice - Reliable and Local to You
Chestnut Financial Services are a professional firm of independent financial advisers serving clients in Lincolnshire and Nottinghamshire, and the surrounding area. We pride ourselves on our family friendly nature, aiming to help clients build secure futures. We have many years’ experience providing our service to people, families and businesses.
You can see the wide range of independent financial advice that we provide by clicking on the "Financial Advice" button in the menu above.
Our independent financial adviser is Ian Francis, very ably assisted by his wife Emma. We enjoy solving our client's problems and finding solutions for all types of clients - new and existing - and their needs. We see a high demand for highly personal and trusted face-to-face independent financial advice. Being highly professional we are members of a variety of professional bodies as well as having Chestnut authorised and regulated by the Financial Conduct Authority - unlike most firms that are tied and use networks to shoe-horn clients into buying particular products. So we have the strength and technical knowledge to give our clients their much-deserved high-quality service.
All clients are seen face to face. We do not believe we can offer our gold standard of independent financial advice by telephone.
We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. We are not restricted by providers, lenders or investment companies - we are truly independent financial advisers!
At the heart of our business is a belief that our service should always be professional, friendly, ethical and honest. However you may also detect our sense of humour is equally as vital!
So why not give us a call or drop us an email and see if we are the right independent financial advisers for you?
About Ian - Independent Financial Adviser and Director
Ian has spent over 30 years’ giving financial advice, in many senior roles including as an independent financial adviser. As well as being a financial adviser, Ian has also worked in legal services. So, he is well qualified to help clients with their very broad range of financial needs.
Ian has been married to Emma, his best friend, tireless listener, unstinting helper, wisest counsellor and greatest encourager, for twenty years.
Ian has three sons and three grandsons. In addition to family time he also enjoys his food, wine and rugby.
Ian has in the past been a director of one of the UK's largest firms of independent financial advice firms. Whilst there he gained a degree in law through the Open University. He has also passed specialist exams for equity release and long-term care financial advice, and belongs to; the Society of Later Life Advisers, the Society of Mortgage Professionals, the Personal Finance Society, and the Society of Will Writers!
Ian is well qualified to give independent financial advice. He is a member of the Chartered Insurance Institute, the Personal Finance Society, the Society of Mortgage Professionals, the Society of Willwriters and the Society of Later Life Advisers. He also holds an up to date Statement of Professional Standing from the Personal Finance Society which confirms he;
• uses a code of ethical standards,
• holds the required qualifications,
• has completed ongoing personal development, and
• follows the FCA's standards.
Why not check Chestnut's status as an authorised financial advice company with the regulator, the Financial Conduct Authority (FCA)?
Why not check Ian's own authorised status to give independent financial advice with the regulator, the Financial Conduct Authority (FCA)?
Be prepared to hear about Farley (pictured last summer in the garden), Ian's six-year-old Labrador Retriever, who arrived as a 'Guide Dogs for the Blind' puppy but didn’t quite make their grade. Quite a story! Ian spends a lot of time walking Farley in and around the Bassingham area.
Emma is the core of Chestnut. She manages the whole office, guards the company credit card ferociously, and finds solutions to problems, from mortgage market surveys to drafting Wills. Our office is a very busy place to be during the week. Emma leads our admin support team, our IT work, our 'treating customers fairly' work and our quality kite mark initiatives. Callers often speak with Emma first and some of our clients prefer her to sit in on our meetings, which is more than fine.
Emma is also studying, with the Chartered Insurance Institute and London Institute of Banking and Finance. Emma has already become a member of the Society of Will Writers.
Emma juggles life in the office. A mum of three boys and nanny to three grandchildren. She is and an active and lively part of the local community, especially the Women's Institute. A keen supporter of women's cancer charities, having already cycled in northern India, she has recently announced that her next expedition, in Autumn 2020, will be in Thailand!
Our view is that no matter what your question is, or what your problem is, do get in touch with us and we will always try to help!
Please Get in Touch
Our office number is 01522 788887
You can email email@example.com to see if we can help you.
Or please complete this contact form and we will get back to you as soon as possible!