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News and Insights

In addition to the resources under each of our service areas, please feel free to browse our news and articles. We are here to answer your questions.

Would you like to know more? Then call us to arrange a chat.

Ian Francis is a professional independent financial adviser with 30 years of experience working in the financial services world. He is highly qualified, passionate and loves nothing more than helping solve our clients' problems.

We support people who are looking to achieve clarity, confidence and comfort around their money, as well as stress-free, well-organised financial affairs.

Blogs and News-Chestnut-Leaf

Ring Ring "How Much Do You Charge"?

In this article, I explain my approach to questions about charges.

I emphasise my standard of service and how asking you the big questions in your life, is where we add value - aiming to give you financial happiness.

Read the article

Inheritance Tax - Why Should I Care?

When you die, inheritance tax is paid at 40% on the amount of your estate over the Nil Rate Band Threshold.

Here we’ll look at how it’s worked out, what allowances, rules and exceptions there are and ways to reduce your liability.

Read the article

The Financial Conduct Authority

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

Click for the Financial Conduct Authority register (opens in a new window)

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

Click for the Financial Conduct Authority register (opens in a new window)

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We are members of the Equity Release Council

Click to see our listing (opens in a new window)

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We are listed on the Money Advice Service directory

Click to see our listing (opens in a new window)

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Ian Francis is a fully qualified member of the Society of Mortgage Professionals, having built his expertise as an independent mortgage broker.

Click to see the Society directory (opens in a new window)

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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 the Society directory (opens in a new window)

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Ian Francis is a fully qualified member of the Society of Later Life Advisers, having demonstrated his professionalism in giving advice for those clients looking to the future and undertaking professional qualifications, as an independent financial adviser.

Click here to see his SOLLA directory listing (opens in a new window)

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Ian is also a fully qualified member of the Society of Later Life Advisers retirement advice standard. He has built his expertise with numerous qualifications and professional development each year.

Click here to see his SOLLA directory listing (opens in a new window)

“If you're using an adviser, always make sure it's an independent financial adviser”

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

Money-Saving Expert

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Google-Rating

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.

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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.

Click to see our listing (opens in a new window)

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We’re on VouchedFor

VouchedFor is the UK’s leading independent review site for financial advisers, mortgage advisers, solicitors and accountants.

Click to see my ratings and read reviews left by my clients (opens in a new window)

Please Get In Touch

Call Us:

01522 788887

Email Us:

ian@chestnutfs.co.uk

Main office address:

10 Newark Road,

Bassingham,

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