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Recommend to a Friend »How has your wealth been affected by the financial crisis? Special Report by Richard Urwin Sept 2009
As we look back on one of the worst periods for financial markets in the last 70 years, how have our clients' investments performed? Have our three key wealth management strategies actually worked? Find out in this analysis of actual results achieved by our clients.
read article »Are you planning for Inheritance Tax? Or would you prefer to leave a Legacy?
We help people to plan to minimise the taxes they pay on death. But as part of our 'Values-Based' approach, we prefer to work with you on the legacy you leave behind today.
read article »How to find your ideal job
Doing work that you love is the fast way to retire immediately and spend your time on your hobby. But how do you obtain the job you really want?
read article »Planner-Paraplanner Meeting Minutes 23-07-2009
Our Planning and Paraplanning Teams meet periodically to discuss topical issues, review our strategy, consider new opportunities or threats that may affect our clients, and pass on information gleaned during the course of our work. Read the minutes of meetings here.
read article »IFP Conference October 2009 - Interview with Barry Pitfield of JCS Software
Chesterton House has used JCS back office software for many years. Andy Jervis caught up with the owner and Managing Director of JCS, Barry Pitfield, between sessions at the IFP Conference in October 2009. In this interview Barry discusses developments that will affect...
read article »IFP Conference October 2009 - Interview with Nick Cann, IFP Chief Executive
As Chief Executive of the Imstitute of Financial Planning Nick Cann leads a very busy life, and never more so than at the Institute's Annual Conference, which took place this year at the Celtic Manor Resort in Newport. As the profession of financial planning comes of...
read article »IFP Conference October 2009 - Interview with Paul Resnik, CEO of Finametrica
For advisers seeking a robust and insightful way to measure their clients' tolerance for investment risk, Finametrica has come to represent the benchmark in effective systems, and all clients of Chesterton House will be familiar with the questionnaire and reports...
read article »Are You Ready For When Work Stops?
Idly thumbing through some old magazines recently, I came across an article about the effects of redundancy. It was written by a journalist who had found himself jobless in his early fifties. He still had a big mortgage to pay and his children’s education to...
read article »SIPP Client Case Study - Financial Planner Magazine, October 2009
In October 2009 Andy Jervis was asked to contribute to a case study feature in the IFP's Financial Planner magazine. A copy of the article can be downloaded here.
read article »'New Model Adviser' Life Planning feature 19-Oct-2009
New Model Adviser is a publication from Citywire Group aimed at financial planners practicing what has come to be known as the 'new model' approach to their business and the work they do for clients. In October 2009 the magazine ran a feature headed 'Creative Thinkers'...
read article »Why You Should Run Away From 'Wealth Managers'
There are many financial advisers out there who will tell you that you can trust them to be your 'wealth manager.' This isn't a term that we use, and it's not a description that we wish to adopt. Why is that? We are financial planners. The definition of a plan is 'a...
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