Chestnut Financial Services
Great investment advice - understandable, independent, experienced
Getting investment advice 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, and choices to understand how your money best works for you.
Do you know what your saving or 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 role as independent financial advisers in giving investment advice is simple - to help you understand your options and reduce "complexity" into "simplicity".
Our Falling Fund Values - What Does It All Mean?
We have all seen the news about the stock market and fund values falling, which has caused many enquiries to the office asking for guidance.
For long-term investors, the answer is to generally stay put. Our reasoning is set out in both these articles:
What it means to be a member of the Personal Finance Society
Clients requiring financial planning 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 have been advising clients on insurance solutions for several years now, backed up not just by professional qualifications but also by being directly regulated by the Financial Conduct Authority, so subject to all their rules and regulations, to give you the most suitable deal.
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.
What our clients have said
"We found Ian to be the sort of person that we could trust. That's not easy these days.
We could see he knew about investments and strategies, but he turned the tables around on us and started with what we wanted to do for our lives ahead of us, then worked out a plan of how to get there."
Paul and Mary, Saxilby
We are proud supporters of the
Lincolnshire Police Federation
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.
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.