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Our Very Latest Coronavirus Update

As financial advisers, you can imagine how keen we are to meet our clients!

Following the recent "easing" of restrictions, we can now visit clients in your own home, provided none of the residents are symptomatic, self-isolating, or shielding, from Coronavirus. For your health any room we meet in needs to be well ventilated - large enough for us to sit 6 feet apart. Our aim is not to touch surfaces, handles, etc, to keep your risks at a minimum. We will bring our own hand sanitiser to keep all our risks down. We also won't share pens, and although it may seem rude, we will politely decline drinks when they are offered, for now!

We are handling almost everything else by video conferencing, telephone, email and post. So we can be really flexible to your situation.

A Very Warm Financial Advisers' Welcome By Ian

Our purpose is to help our clients GET and KEEP the life they want!

We think you want real benefits, more money, more freedom, more choices, more peace of mind and more control over your future. Whether you are looking for mortgage advice, equity release advice, retirement planning advice, financial and investment planning, Wills, Lasting Powers of Attorney (LPAs), or care fees advice; as independent financial advisers, we think we have it all covered for you.

As financial advisers, we frequently meet clients who tell us they don't understand anything about financial and investment planning or how and why they have got to where they are. We also meet clients keen to sort out their retirement planning - whether looking to fund it or take benefits.

We meet in order to understand you:

what have you done in your life (and what have you put off),
when have you worked too hard and not spent enough time with the people you wanted to - really living, and
what you would like to achieve in your life.

We understand that not everyone is able to access face-to-face advice, perhaps because of where they live or feel uncomfortable with the intimacy of a face to face conversation in their home, and we work hard to see what we can do for you. As financial advisers, we believe there are millions of people in the UK that would benefit from having financial advice, not just in terms of pounds and pence, it's about feeling financially secure. Something that is priceless, particularly in the current climate.

Sometimes our clients are in the position of having to rebuild their financial independence, often in the later stages of their life, possibly because of divorce, redundancy, or a family death. Sometimes our clients haven’t had responsibility for their financial affairs previously. Sometimes clients are nervous about seeking advice. We aim to reassure everyone, they are not alone and we may be in a position to help, plotting a financially secure way ahead in such challenging times.

Our expertise is to develop our understanding of you and try to help build a financial plan, which might mean that things need changing, but it might not! No masks, no pretences, just honest financial planning and financial advice focused on you.

As passionate independent financial advisers we pride ourselves on our family-friendly nature, aiming to help clients build secure futures with financial confidence and understanding.

Click the photo of Ian to read more about the team

Meet Farley...

At the heart of Chestnut 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 be aware of Farley!

A "failed" guide dog (I prefer to think of him as 'retiring' at the end of his course, albeit he was only 14 months old) that we raised as a puppy. Farley just relaxes, yawns, sleeps, and gets ready to be fussed over (and if he's not fussed over enough, then he will let you know... ever so subtly)! Rest assured, Farley's fans, he is doing fine during these strange Coronavirus times. He is still getting his walks in and making maximum use of "rest" time.

Why We Are Different - We Listen, Learn, and Deliver For YOU!

Have you ever said 'one day I would like to...'? We talk with you about your life first - we need to understand what plans you have for the future and how you have got to where you are. What if there isn't a 'one day'? We like thinking about what you want out of life - it isn't a rehearsal - our precious time is slipping away. Why not do it now? We want to help and inspire you to do stuff in the time we have left on this planet, not your money.

For most people they are not interested in financial products or investments, they want peace of mind and security about knowing where they are going financially - and knowing what they need to do to secure that desired lifestyle. So, as financial advisers, we look at your current financial plan and see what, if anything, needs changing to help you understand how to achieve what you want to in life!

Its more than just about meeting financial advisers for mortgages, pensions, investments, or any other financial service, its about getting on with living life to the full, knowing your finances are covered - proper financial and investment planning, and proper retirement planning - for you and your loved ones.

I can't remember all the music artists that have passed away and when, all the world-impacting events that have happened, and as for my boys and grandsons, its five minutes since they were toddlers and now I look at them growing up like rockets. I have a lot I want to do before its too late, because on my last day on earth I would hate to have regrets!

If you agree with our sentiment about the proper role of financial advisers, you can read a lot more about our financial planning service (click financial planning on the menu). If you want to be sure we cover all the right services as independent financial advisers, you can read all about our very wide range (click financial advice on the menu).

As financial advisers we separate financial planning from financial advice - we get the planning bit right first, then work on any changes you need by giving highly specific financial advice. It's simple, it works, and our clients love it!

Our purpose is to help clients get a better return on life, not just a return on their investments. We do this by helping them get the best life possible with the money they have. Financial products are important, but they are not THAT important. They are simply tools in the bag to get the job done. Nothing to get excited about or waste too much time thinking about. The best fund or product will never change a clients life, but proper life-centered financial planning - delivered year after year - most definitely will. It might take a change of focus by our clients, but after experiencing it, then their reaction is inspirational to us as a family.

We Are Here to Help - Whether In These Difficult Times of Coronavirus or Not

As independent financial advisers, we are determined to provide our clients with detailed information to help them understand the government guidelines and rules. We receive professional guidance from solicitors and accountants, as well as material from HMRC, to help work out how you can be in the best possible position.

We also study the markets, far and wide, to understand the implications of these uncertain market times. We can then help clients plan to ensure they have sufficient funds to cope in the meantime, and build a picture of what's needed for the future. We know how important it is for our clients to know that their investments are on track to achieve their financial plans in the long term, and if they’re not, what options to bring things back on track.

So why not give us a call or drop us an email and see if we are the right independent financial advisers for you?

Please Get In Touch

You can telephone our office on 01522 788887, we always look forward to speaking with our clients.

Alternatively, you can email us. Our address is ian@chestnutfs.co.uk

You can telephone our office on 01522 788887, we always look forward to speaking with our clients.

Alternatively, you can email us. Our address is ian@chestnutfs.co.uk

Or please complete this contact form and we will get back to you as soon as possible!

Chestnut Financial Services Limited is authorised and regulated by the Financial Conduct Authority, and is entered on the Register under reference 840940.

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 and Wales no 9918363, registered office 10 Newark Road, Bassingham, LN5 9HA. VAT Registration Number is 304 9810 11