Business Details
38 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are a values-driven financial planning firm with over 35 years of experience, dedicated to helping clients achieve financial freedom through personalized strategies. Our team of Chartered Financial Planners uses a unique Financial Road Map process to align financial decisions with clients' core values and life goals. Recognized as an Accredited Financial Planning Firm by the Chartered Institute for Securities & Investments, we combine deep expertise with ethical standards to deliver long-term, transparent advice.Based in Loughborough, we serve clients across the East Midlands, offering independent, tailored solutions for individuals, families, and businesses. Our collaborative approach ensures seamless integration with accountants and legal advisers, while our commitment to community is reflected through the Chesterton House Foundation, supporting local charitable initiatives.
Services
Financial Road Map
Pension Planning
Investment Management
Tax Planning
Estate Planning
Business Succession Planning
Retirement Income Strategies
Wealth Protection
Charitable Giving Advice
Inheritance Tax Planning
Details
- Year established: 1988
Highlights and features
- We use a proven values-based Financial Road Map process developed over 35 years
- Our team includes Chartered Financial Planners with specialist qualifications
- We maintain long-term client relationships with regular plan reviews
- Independent status ensures unbiased advice tailored to your specific needs
- Transparent fee structure with no hidden costs or surprises
Associations and certifications
- Chartered Institute for Securities & Investments (CISI)
What people say
Excellent advice and support
Professional and informative
Feel completely at ease
Trusted with our futures
Helped achieve financial goals
Services
Financial Road Map
Our unique values-based planning process helps clients clarify life goals and create actionable financial strategies. Through structured workshops, we align investment decisions with personal values, ensuring comprehensive wealth management that adapts to changing life circumstances while maintaining regulatory compliance and ethical standards.
Pension Planning
Specialist retirement planning services covering pension consolidation, drawdown strategies, and tax-efficient income solutions. We help clients transition from accumulation to decumulation phases, ensuring sustainable income throughout retirement while complying with FCA regulations and maintaining long-term financial security.
Investment Management
Tailored investment solutions matching individual risk profiles and financial objectives. Our approach combines strategic asset allocation with ongoing portfolio reviews, utilizing both traditional and alternative investments to optimize returns while maintaining appropriate risk controls and diversification.
Estate Planning
Comprehensive inheritance planning services focusing on wealth preservation and efficient asset transfer. We implement tax mitigation strategies, trust structures, and charitable giving options to protect family legacies while ensuring compliance with current inheritance tax legislation and regulatory requirements.
Tax Planning
Integrated tax optimization strategies covering income tax, capital gains tax, and corporation tax planning. Our approach coordinates with accountants to maximize tax reliefs, utilize allowances effectively, and implement legitimate tax-efficient structures while maintaining full compliance with HMRC regulations.
People
Andy Jervis
Founder and Chairman
Certified Financial Planner with over 35 years' experience establishing Chesterton House as a leading independent firm. Chartered Fellow of CISI, committed to values-based financial planning and industry education.
Rachel Kitching Burrows
Managing Director
Experienced financial planner with 20+ years in wealth management. Oversees strategic direction while maintaining client relationships, ensuring high service standards and regulatory compliance across all operations.
David Wright
Financial Planning Director
Chartered Financial Planner specialising in complex retirement solutions. Leads technical support team, ensuring innovative product structuring and adherence to evolving regulatory requirements.
Lisa Leeland
Senior Chartered Financial Planner
Specialist in intergenerational wealth transfer with 15+ years' experience. Focuses on inheritance tax mitigation and business succession planning, maintaining strong client relationships through regular reviews.
Jordan Wong
Financial Planning Manager
Chartered Financial Planner managing high-net-worth portfolios. Expertise in tax-efficient investments and pension liberation strategies, combining technical knowledge with client-focused communication.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, pension consolidation, investment management, tax planning, and estate preservation strategies tailored to individual needs.
How does your financial road map process work?
Our six-stage process begins with understanding your values and goals, followed by detailed financial analysis, strategy development, implementation, and regular reviews to adapt to life changes.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) and hold the Chartered Institute for Securities & Investments (CISI) accreditation for financial planning excellence.
What areas do you cover?
Primarily serving Loughborough, Leicester, Nottingham, and the wider East Midlands region, with remote advisory services available for clients nationwide.
How are your fees structured?
We offer transparent fee structures with options for hourly consultations, fixed fees for specific services, or ongoing retainer arrangements for comprehensive wealth management.
Can you help with business financial planning?
Yes, we provide business succession planning, corporate pension solutions, and owner retirement strategies that align personal financial goals with business objectives.
