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.

Our focus is always on getting you a good return on life, not just on your investments.

Whatever the reason, we’re here to help, advise and reassure you.

Investment Advice Photo of Ian Francis

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.

Our clients have a real sense of understanding and confidence in our advice.

We look at shares, gilts, friendly societies, unit trusts, ISAs, investment trusts, OEICs, investment bonds, platforms, bank and building society accounts, and cash ISAs (please note that the Financial Conduct Authority (FCA) does not regulate advice on deposits or national savings & investments products).

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.

Read how we do our investment research

“You should get the very best advice and products tailored just for you”

Money-Saving Expert

Investment Advice Photo of Performance Report

Our Difference

We use our experience and expertise, guiding and advising our clients, solving their problems, and achieving their ambitions.

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!

We want to support you and look ahead to your happy financial future whilst you do the things you want to achieve.

It’s not just about “looking after your money”, it’s about protecting your future, it’s about simplifying your financial journey, and it's about helping you create a happy financial life.

All the answers you need in one place.

How Much Do We Charge?

We hope you respect the fact that we provide professional services, much of our work is within a highly regulated field, which is expensive to keep up with regulatory and professional fees, but we keep our costs as low as possible.
We offer a free, no-obligation initial telephone consultation for new clients to answer some initial questions and help you with some first steps.
If you would like to use our services after our initial telephone call then we charge a fee of £150 per hour; as we aim to cover the whole of Lincolnshire our travel time is included in the hourly rate.
If you would like us to provide a recommendation or arrange a transaction then we charge 3% of the amount, subject to a minimum of £750.

Contact Us To Talk About Investment Advice

  1. We have the specialist qualifications and professional memberships – our regulator requires financial advisers to have a specialist qualification for discussing investment advice, and we have not just them but a wide range of highly regarded qualifications to show just how professional we are in giving our advice.
  2. We are members of the Society of Later Life Advisers (SOLLA) and Personal Finance Society, so we specialise professionally in investment advice all the time.
  3. It’s personal – our clients are treated as members of our family; can you imagine us not doing our very best for every one of our family?

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).

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.

We also find that attorneys require additional support when making financial decisions about someone else’s finances – usually a relative or close friend - whether under a Lasting Power of Attorney or a Deputyship from the Court of Protection.

We are proud that Ian Francis is an Accredited adviser with SOLLA.

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.

Please Get In Touch

Photo of Farley the Golden Labrador
A warm welcome from Farley!

Call Us:

01522 788887 

Text Us:

07968 321338 

Email Us: 

Office Address:

2a Sadler Court, Lincoln, LN6 3RG

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.