Investment Advice
Speak to our customer team:
Mon-Sat 9 am to 6 pm
Chestnut Financial Services
Independent Financial Advisers
Solving Problems For Our Clients
Investment Advice
Investing should be about what you want to do with your money and when you want to do it.
There are many reasons why people come to us for investment advice:
- Maybe you want to ensure your money is working hard enough
- Perhaps it’s just peace of mind that everything is on track for the future
- It could be that you’re thinking about important expenses
- Or maybe you just want to work less and need to know that’s possible.
Our investment advice takes a very practical approach; we can help you make sense of your aims, strategies, choices and understand how your money best works for you.
So, contact us today:
📞 01522 788887 or
Do You Know What You’re Saving And Where To Invest?
Planning your holiday of a lifetime? Ready to buy your next home? Or do you just want to build up your savings in case anything should happen to you?
Investing your money is for the long haul - you want to be sure that, no matter what, you’re always building your income whether you invest in property, businesses, or an ISA.
Managing your Investments can look tricky and that can mean spending too much time trying to understand the market.
We can help you make the most of your savings and investments.
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'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
Key Risks
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Past performance is not an indicator of future performance.
Screening out sectors or companies may result in less diversification and hence more volatility in investment values.
Also, tax and legislation may change and your own individual circumstances, including where you live in the UK, will have an impact on your tax treatment.
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.