A Very Warm Welcome to Chestnut Financial Services Limited - Independent Financial Advisers
Independent Financial Advice
Chestnut are a professional firm of independent financial advisors who give great financial advice, at your pace, in your home. We serve clients in Lincolnshire and Nottinghamshire, and the surrounding area. We pride our self on our family friendly nature, aiming to help clients build secure futures. We have many years’ experience providing practical financial planning advice to people, families and businesses.
You can see the wide range of advice that we provide by clicking on the "Advice Services" button in the menu above.
Our financial advice is provided by Ian Francis, very ably assisted by his wife Emma. We enjoy solving our client's problems and giving advice for all types of clients - new and existing - and their needs. We see a high demand for highly personal and trusted face-to-face financial advice. 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 advise by telephone or do overseas advice. 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.
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 advisers for you?
About Ian - Independent Financial Advisor and Director
Ian has spent over 30 years’ giving advice, in many senior roles including as an independent financial advisor. As well as being a financial advisor, Ian has also worked in legal services. So, he is well qualified to help clients with their very broad range of financial needs.
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 advisor 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 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!
Professional Standing
Ian is well qualified to advise. 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.
Feel free to check his professional statement by clicking on the Qualified Member button.
About Emma
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!
About Farley
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.
Please Get in Touch
Our office number is 01522 788887
You can email ian@chestnutfs.co.uk to see if we can help you.
Or please complete this contact form and we will get back to you as soon as possible!