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More About Us

Please feel free to browse through details of our professional memberships and listings below and please click the logos to go to their directory.

Please use these clicks to access the relevant pages of the Financial Conduct Authority register:

Later Life Adviser Accreditation

Having been developed over a number of years, the Later Life Adviser Accreditation has become established as the industry standard of excellence for those advising in the later life market.

In addition to being a stand-alone award, it is also the basis of membership of SOLLA.

Financial advisers that become accredited, come with the added reassurance that they offer the practical help and guidance needed to make the right decisions at the right time.

There are four standards to achieve:

  1. The adviser has the strong technical knowledge and the qualifications to advise on later life requirements.
  2. They work within a supportive environment.
  3. The adviser maintains their competence.
  4. They can evidence:
  • good working knowledge and understanding of the needs, capacity and financial issues when working with older clients and their families, and
  • have excellent interpersonal and communication skills.

Our Recognition and Standards

More About Us Logo for The Times VouchedFor Top Rated Adviser

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.


Google 5* Rating

Our Google 5-star rating is something we are committed to retaining through high-quality advice and service to all our clients.

We Are On Unbiased

Unbiased is a database of top-rated professional independent financial advisers.


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

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

Money-Saving Expert

Who We Are

Please Get In Touch

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Call Us:

01522 788887

Text Us:

07968 321338

Office Address:

2a Sadler Court, 
Lincoln, LN6 3RG

To visit the Money and Pensions Service – please click here
To visit the Financial Ombudsman Service - please click here
To visit the Financial Conduct Authority - please click here

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: 2a Sadler Court, Lincoln, LN6 3RG

Authorised and regulated by the Financial Conduct Authority No. 840940