Trusted Independent Financial Adviser
Are you looking for an independent financial adviser to 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 problems or questions,
- a clear understanding of any jargon,
- a happy financial future, and
- peace of mind.
We have 30 years of experience working in the financial services world, we're passionate, and love nothing more than helping solve our clients' problems with great financial advice.
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.
We use our experience and expertise to guide and advise our clients, solving their problems and achieving their ambitions.
As independent financial advisers, we offer advice across all the financial areas you’d expect, as well as specialising in advising clients with "later life" care needs.
Our real focus is simple - you!
We want to support you as your family grows and look ahead to your happy financial future whilst you do the things you want to achieve.
It’s not just about “looking after your money”, it’s about protecting you and your family and helping you create a happy financial life.
All the answers you need in one place.
Specialists In The Care System and Paying Care Fees
For many, the care system is confusing and unclear when it comes to the divide between health and social care, and it is a maze of red tape.
We can help:
- explain who is responsible for providing and funding care for any particular individual, when and how much,
- discuss your personal situation, confidentially and without obligation,
- explain how NHS Continuing Healthcare works and review decisions,
- review Local Authority Care Needs Assessments and Financial Assessments,
- help get a refund if you have suffered an incorrect charge for care services,
- advise on paying for care fees where you are a self-funder, and
- advise on the role of Attorneys and Deputies.
If you have any questions, simply pick up the phone or drop us an email.
We will be delighted to hear from you.
What Our Clients Have Said
"Ian couldn't have done anything better.
Everything about Ian's work was tailored to what we needed.
The service provided was excellent.
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".
What Do We Charge For Our Advice?
We don’t feel embarrassed to explain the steps of the service, the research process, the recommendation, helping to get all the paperwork needed together, for each of our clients.
We charge £150 an hour for our time-based fees and fixed-prices for most services.
There's no charge for the first hour of services, nor do we have a stopwatch whenever somebody calls or runs over on their time.
At no point would anyone not agree well in advance on what is due.
“You should get the very best advice and products tailored just for you”
Who We Are
Please Get In Touch
2a Sadler Court,
Lincoln, LN6 3RG
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: 2a Sadler Court, Lincoln, LN6 3RG
Authorised and regulated by the Financial Conduct Authority No. 840940