Empowering You to Achieve Financial Freedom
At Chesterton House, we are passionate about helping individuals and businesses achieve their financial goals. As a unique firm, we offer a comprehensive range of services under one roof, including financial planning, accounting services, and legal advice. Our ultimate goal is to empower our clients to achieve financial freedom, and we take a values-based approach to help them achieve their aspirations.
Our Services
At the heart of our business is a deep understanding of our clients' needs and goals. We take a comprehensive approach to their finances, providing a personalized roadmap that addresses key areas such as wealth planning, retirement planning, investment planning, and legacy planning. Our experienced team of financial planners, accountants, and lawyers work together to provide tailored solutions to help you achieve your goals.
Mortgage and Protection Advice
We understand that securing the right mortgage can be a daunting task, especially with the numerous options and market trends. Our specialist mortgage and protection advisors are here to guide you through the process, providing tailored mortgage solutions, streamlined application processes, and comprehensive protection advice. We'll work with you to ensure you have the right mortgage and protection to suit your needs.
Accounting Services
Our accountancy team goes beyond traditional services like tax filing, bookkeeping, and payroll. We act as your strategic financial partner, providing the expertise and guidance you need to thrive. Our services include tax planning, business accounts, family investment companies, and trusts. Our experienced accountants will work closely with you to ensure your financial goals are aligned with your business objectives.
Legal Advice
Our legal team provides comprehensive solutions to address your current and future legal needs. From protecting your assets with wills and trusts to ensuring a smooth property transaction with conveyancing expertise, we'll guide you through every step. Our experienced solicitors will work closely with you to ensure your legal affairs are in order, providing peace of mind for you and your loved ones.
Our People
At Chesterton House, we're proud of our diverse and experienced team, comprising experts in their respective fields. Our team is committed to providing exceptional service, with a deep understanding of our clients' needs and goals. Meet some of our talented team members by clicking on the following links:
- Alex Lynott, Mortgage and Protection Specialist
- Andy Jervis, Group Chairman
- Amarjeet Singh, Partner and Accountant
- Callum Donoghue, Financial Planner
- Inga Grosu, Chartered Accountant
- Hannah Lawlor, Solicitor
- Jen Couchman, Managing Partner and Solicitor
- Jordan Wong, Financial Planning Manager
- Lisa Leeland, Senior Chartered Financial Planner
- Natalie Ludlam, Accountant
- Paul McGrath, Head of Accounting
- Rachel Hudson, Partner and Solicitor
- Richard Urwin, Managing Director
- Sam Harrington, Financial Planner
- Sue Sams, Senior Financial Planner
- Suzanne Riozzi, Chartered Legal Executive
Get in Touch
If you're ready to achieve financial freedom, we're here to help. Contact us today and let us guide you towards a brighter financial future.
Excellent Customer Service and Financial Planning
The reviewers praised the Chesterton House Mortgage Team for their excellent service, diligence, and great customer service while obtaining a mortgage. They also commended the team for providing a professional and friendly service, helping them with financial planning, investments, and retirement.
Personalized Approach and Expertise
The reviewers appreciated the personalized approach of the team, particularly Lisa, who took the time to understand their needs and provided expert advice. They also praised the team's ability to explain complex financial matters in a clear and simple way.
Trust and Recommendations
Many reviewers emphasized their trust in the Chesterton House team and would highly recommend them to friends and family. They appreciated the team's honesty, care, and professionalism in managing their finances and investments.
Long-term Relationships and Results
Several reviewers mentioned their long-term relationships with Chesterton House, ranging from 3 to 25 years, and praised the team's ability to deliver results that exceeded their expectations. They appreciated the team's guidance on big financial decisions and actions, leading to a secure financial position.
