Business Details
Your Trusted Financial Advisers in Loughborough
Chesterton House Financial Planning has been delivering values-driven financial advice for over 35 years. Our team of certified financial planners uses a unique Financial Road Map process to align clients' financial decisions with their core values and life goals. As an Accredited Financial Planning Firm by the Chartered Institute for Securities & Investments (CISI), we combine deep industry expertise with a commitment to ethical standards.Our independent status allows us to provide unbiased advice tailored to individual circumstances. We maintain long-term relationships with clients, adapting plans as life evolves while ensuring transparency and clear communication throughout the process.
Services
Financial Planning
Pension Management
Investment Advice
Retirement Planning
Wealth Protection
Business Financial Planning
Highlights and features
- We use a proven values-based Financial Road Map process developed over 35 years
- We are an Accredited Financial Planning Firm with the Chartered Institute for Securities & Investments
- We provide long-term support that adapts to your changing life circumstances
- Our independent status ensures unbiased advice tailored to your specific needs
- We maintain transparent fee structures with no hidden costs
Associations and certifications
- Chartered Institute for Securities & Investments (CISI)
What people say
Helpful financial road map
Excellent support
Professional and informative
Peace of mind
Trusted with futures
Services
Financial Planning
Our values-based financial planning service creates comprehensive strategies aligned with your life goals. We help clients build financial independence through tailored road maps that adapt to changing circumstances. Our approach combines over 35 years of experience with CISI-accredited expertise to deliver ethical, long-term solutions that provide peace of mind and financial security.
Pension Management
We specialise in comprehensive pension management solutions for pre and post-retirement clients. Our services include pension drawdown strategies, tax-efficient income planning, and regular portfolio reviews. With decades of experience, we help clients maximise their retirement income while maintaining appropriate risk levels and adapting to regulatory changes.
Investment Advice
Our investment advice service focuses on creating diversified portfolios aligned with your risk tolerance and financial goals. We offer ongoing portfolio management, market analysis, and performance reviews. Our approach combines technical expertise with a deep understanding of clients' long-term financial objectives to deliver sustainable growth strategies.
Wealth Protection
We help clients preserve and transfer wealth across generations through comprehensive protection strategies. Our services include inheritance tax planning, trust creation, and legacy development. We work closely with legal professionals to ensure your wealth provides for loved ones while maintaining compliance with current regulations and tax requirements.
Business Financial Planning
We align business success with personal financial goals through integrated corporate financial planning. Our services cover business growth strategies, succession planning, and owner financial security. We help business owners create financial structures that support both professional achievements and personal aspirations while ensuring long-term sustainability.
People
Andy Jervis
Founder, Chairman and Certified Financial Planner
Founder with over 35 years of experience in financial services. Specialises in values-based planning and long-term client relationships. Holds Certified Financial Planner status and leads the strategic direction of the firm.
Rachel Kitching Burrows
Managing Director
Manages day-to-day operations with extensive experience in financial planning. Focuses on client relationships and team development. Ensures delivery of high-quality services while maintaining regulatory compliance and professional standards.
Anna Sidat
Financial Planning Manager and Chartered Financial Planner
Chartered Financial Planner with specialist expertise in pension and investment strategies. Provides technical guidance to the team while maintaining direct client relationships. Committed to delivering tailored solutions that meet clients' long-term objectives.
Ross Mackie
Chartered Financial Planner
Experienced planner specialising in complex financial situations. Focuses on retirement planning and wealth protection strategies. Combines technical expertise with a client-centred approach to deliver practical, sustainable solutions for individual circumstances.
Lisa Leeland
Senior Chartered Financial Planner
Senior planner with extensive experience in values-based financial planning. Specialises in helping clients achieve financial confidence through comprehensive, ethical advice. Maintains strong client relationships while mentoring junior team members in best practice approaches.
Questions
What is your financial planning process?
Our six-stage process begins with understanding your values and goals, followed by creating a Financial Road Map, developing a tailored plan, implementing strategies, and providing ongoing reviews to adapt to life changes.
Are you independent financial advisers?
Yes, as independent financial planners we provide unbiased advice, free to focus entirely on what's right for you without being tied to specific products or providers.
What qualifications do your advisers hold?
Our team includes Certified Financial Planners and Chartered Financial Planners with the Chartered Institute for Securities & Investments, ensuring the highest professional standards and expertise.
How are you different from other financial planners?
We combine over 35 years of experience with a unique values-based approach, CISI accreditation, and a commitment to long-term relationships that adapt to clients' evolving needs.
What areas do you cover?
We primarily serve Loughborough, Leicester, Nottingham and the East Midlands, with clients across the UK who value our independent, values-driven approach to financial planning.
How much does financial planning cost?
We provide transparent fee structures with no hidden costs. The exact cost depends on your specific needs, which we'll discuss during your free initial consultation.
