Chestnut are a family-run practice giving financial advice, serving clients in Lincolnshire, Nottinghamshire, 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. 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.
Ian is a qualified member of his professional institution, the Chartered Insurance Institute, and their professional Societies, the Personal Finance Society and the Society of Mortgage Professionals.
Ian is a member of the Chartered Insurance Institute’s Personal Finance Society.
The industry regulator, the Financial Conduct Authority (FCA) requires that all retail investment advisers hold a Statement of Professional Standing, which can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser; has adhered to a code of ethical standards, holds the required qualifications, has completed appropriate Continuous Professional Development, and follows the FCA's standards.
For your reassurance; feel free to check his credentials, holding a current Statement of Professional Standing from his institute and societies.