Financial Adviser
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Chestnut Financial Services
Independent Financial Advisers
Solving Problems For Our Clients
Trusted Independent Financial Adviser
Are you looking for independent financial advice 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.
So, contact us today:
📞 01522 788887 or
Advice Delivered With Care - Especially For You
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!
All the answers you need in one place.
So, contact us today:
📞 01522 788887 or
Specialists In The Care System
For many, the care system is complex and confusing, and it is a maze of red tape.
All too often we find "the system" has let our clients down - there are lots of possible parties that should help you along the "care journey", but knowing who to approach, when, why, how, and picking through the reams of paperwork or correspondence you need to get heard - is overwhelming.
You might be looking for help to;
- explain who is responsible for providing and funding care, when and how much,
- 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,
- recommend suitable investments, 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 want you to get the help you need and are entitled to, so your loved ones are treated with dignity and respect.
We will be delighted to hear from you.
So, contact us today:
📞 01522 788887 or
What It Means To Be SOLLA Accredited
We have been advising clients on long term care 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, so we specialise professionally in care fees all the time.
We are proud that Ian Francis is an Accredited adviser with SOLLA. 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.
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".
Sheila, Yorkshire
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.
If you would like to use our services after our initial telephone call then we charge an hourly fee of £150, including travel time. We can also agree on a fixed fee depending on what you need.
So, contact us today:
📞 01522 788887 or
For More Information
Contact Us:
Chestnut Financial Services Limited
2a Sadler Court
Lincoln
LN6 3RG
The Financial Ombudsman Service
The Money and Pensions Service
The Financial Conduct Authority
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.