Investment Advice Reporting

Investment Advice

Investing should be about what you want to do with your money and when you want to do it.

We can help make sense of strategies, choices, and risks.

Investment Advice Chestnut Leaf

Getting To Know You

We will spend some time getting to know you today, so we can help you prepare for tomorrow.

Once we are clear on your financial objectives we can complete our research and prepare our detailed recommendation report.

We will prepare a financial plan with you.

Creating Your Personalised Plan

We match the level of risk with which you are comfortable against the returns required to achieve your objectives.

Our financial planning tools enable us to explore the impact of your views on investment risk, enabling you to make more informed decisions.

Your plan will take account of your tax position, retirement and inheritance tax plans, and how your family would be supported financially if circumstances were to change in the future.

We will establish, review and if necessary, revise the plan on a regular basis, as agreed with you.

Our Investment Ideas

Systematic, globally diversified & low-cost way of investing which is designed to give you the best chance of success.

Our investment philosophy follows three guiding principles:

  • Belief in the future - we know that the whole market will continue to deliver long term value as it has always done
  • Patience - once money is invested we need to have patience and an eye on the long term, not on what markets are doing today
  • Discipline - delivered through careful asset allocation, diversification and re-balancing of your portfolio to keep it in line with the course set.

We would love to tell you more. Please get in touch

You can click here to see that Ian Francis is an approved person by the Financial Conduct Authority.

Click for the FCA register.

You can click here to see that Chestnut Financial Services is authorised and regulated by the Financial Conduct Authority.

Click for the FCA register.

Investment Advice Chestnut Leaf

Keeping It On Track

Once you have a plan in place it is vital to keep it on track.

Changing needs, life events, financial and legislative changes, all mean a plan must evolve if it is to meet your current and future aspirations.

Following each review, we will discuss and confirm any advice areas we feel are relevant to the ongoing success of your financial plan.

Our Service

Making the right decision about how best to invest your money is crucial if you want to generate the returns that will support the lifestyle you dream about.

We are here to provide high-quality investment advice to help make your money work hard for you and achieve the financial goals you have set for yourself.

We will help you understand all of your options and find the approach that will provide you with the opportunity for the best returns in the long term.

If you are considering any investment schemes or financial products, we can talk you through the pros, cons, and potential risks, helping you make an educated decision about which will work best for you.

We pride ourselves on our ongoing commitment to building a lasting relationship with our clients, meaning you will be able to review these financial plans with us regularly over time, putting you in a great place to get the strongest returns on your investments.

Ian is a fully qualified member of the Personal Finance Society, since 1994. He has built his expertise with numerous qualifications and professional development each year.

Click here to see his PFS directory listing.

We are pleased to be listed on the Retirement Adviser Directory, run by the Money Advice Service.

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Investment Advice Lady With Dog on Beach

We Answer Your Questions

No matter how seemingly silly or difficult, our aim is to answer your questions and give you confidence about our professional work.

Investing now is all about getting the best life for the future.

Want to read more?

How We Do Our Investment Research

We’re on Unbiased

Unbiased is a database of top-rated professional independent financial advisers, mortgage brokers and accountants. Many parts of the government, such as the Money Advice Service as well as various consumer bodies, such as Which?, and leading investment and insurance companies, refer clients and readers to the Unbiased website, for regulated advice.

We’re on VouchedFor

VouchedFor is the UK’s leading independent review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge will take you to our VouchedFor page where you can see my rating and read reviews left by my clients.

The Times VouchedFor’s 2021 Top Rated Financial Adviser Guide

I am humbled and honoured to be recognised by our clients. I am so grateful for the work I do every day and thank you to all who have supported me throughout this incredible journey so far. Our 5-star rating is something we are committed to retaining through high-quality advice and service to all our clients.

Please Get In Touch

Call Us:

01522 788887

Email Us:

Main office address:

10 Newark Road,


Lincoln, LN5 9HA

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: Commerce House, Carlton Boulevard, Lincoln, LN2 4WJ

Authorised and regulated by the Financial Conduct Authority No. 840940