Chesterton House Financial Planning Ltd

The service we receive from Chesterton House has helped us to achieve our retirement goals. Lisa our advisor always explains everything in a easy to understand manor and listens to our requirements. They have found lost pensions and have streamlined our investments. We would not hesitate to recommend them. They make sure you have everything in position for a happy care free life.

I have been a customer of Chesterton House for some 3 years now and found the service friendly and extremely professional. From my first call to building a financial plan, investing and onto retirement Lisa and the team have been ever helpful and taken time to answer any queries we may have. I am able to let Chesterton House do the work whilst we enjoy other things in life. Glyn and Alison Sibson

We approached Alex Lynott regarding advice relating to a Furnished Holiday Let. Alex quickly provided the full range of detailed information we needed to make rapid decisions in the face of stiff competition for some exciting opportunities. Her knowledge, responsiveness and unceasing determination to pursue administrative hold ups ensured we secured the products we needed. And all with a healthy dose of good humour!
Thanks Alex.

Engaging the services of Chesterton House was one of the best decisions my wife and I have ever made. Feel like we are in control of our destinies and able to make the most of our pension savings.
Big enough to be secure and small enough to be personal and caring. Do feel we can trust them with our futures and would happily recommend them to friends and family.

We have been involved with Chesterton House for 3 or 4 years now, I have to say over the whole time I have been extremely pleased with the complete service/s they offer. Biggest factor for us was they put our mind at rest that we will have enough pension pot to retire when we are ready (my wife actually retires in 2 weeks at 53 years old). Another great approach they have is they explain things very simply and clearly, my wife normally turns off if its to detailed or complex but through all our meetings my wife has understand the vast majority of what we have covered. I could not recommend Jordan and the rest of the team at Chesterton House more highly!!

Chesterton House have been looking after us for the past ten years. Over this time our portfolio has achieved above our expectations. We have taken out regular income and some lump sums and the capital has not eroded. Access to legal and tax return services all in one place makes things so much more efficient. Would not hesitate to recommend Chesterton House.

I have been a client of Chesterton House for almost 10 years and I am so happy I found them! The service is so professional but so personal too. I had my annual meeting today and Lisa remembered everything about my family. Ok, she probably has it written down but it comes across as being so genuine, and the results are outstanding! I'd give more than 5 stars if I could!

We have been with Chesterton House for over 25 years now. Lisa who looks after our finances and investments has always given us a professional service with honest and caring advice. We have the utmost faith in her when important decisions have to be made. The outcome is that we are in a healthy financial position where our needs are securely managed.