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Looking for a mortgage?
Discover, plan and visit your future.
Why should you choose us?
What Is Mortgage Advice?
People approach us for a number of reasons. Perhaps you need a partner you trust to help you get your financial life together. Or maybe you're very capable of dealing with your affairs, but you just don't have the time to do it properly and things are being left undone. Or maybe you recognise the value of having a knowledgeable professional team working with you to get things done and make the most from your money.
Whatever your reason, with over 30 years experience, a joined up approach with our Financial, Accounting and Legal teams, and a personal service tailored to you, we're certain we can provide you with a one of a kind experience.
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Looking For A Mortgage?
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How We Can Help You

 

1. Protection Planning
What could stop your from achieving your goals? 
 
The first part of the plan will centre around analysing the risks in your financial life and dealing with them. When the inevitable storms arise, you'll be well prepared and able to face the future with confidence.
2. Budget, Debt & and Tax Planning
How will you organise your money and repay your debt?
We'll look at how much money you need to live the lifestyle you want, both now and in the future. We'll make sure you have an emergency fund to fall back on, and that money is set aside to pay for the big events in your life such as a major holiday or a house move. 
 
We'll review your tax position and help you keep taxes to a minimum, and we'll work out where your income will come from during the rest of your life and how to improve it. 
 
Borrowing can help you to achieve your goals by funding a new home, a business or allowing you to preserve other asset. But excessive debt is a cancer that will destroy your goals and wash away your plans.
 
We'll help you to make sure that your debt is working for you, not against you.

3. Retirement Planning
How will you plan for retirement?
We'll help you plan for your future by making sure you're getting the best out of your retirement, and that yours and your loved ones future is secure. Often our clients don't realise that they are already in a position to retire, or the steps they need to take to get to this point. We use our expertise to pinpoint the actions you need to take and make a plan to get you there. 
4. Investment Planning
How should you invest?
Many people don't understand the impact that modest improvements in returns can yield over a period of years. Our skilled investment team have been helping people to achieve their goals and enjoy long and happy lives for two decades, and they can do the same for you. We'll help build a strategy that works for you, based on your own individual circumstances and requirements.
5. Legacy Planning
What will you leave behind?
Legacy Planning isn't just about your arranging your Will and reducing Inheritance Tax, important as these are. It's also about the ongoing legacy that you create today for your family, your business and the people closest to you. We'll help you work out a Plan to use your assets to the very best effect.

We have adopted the Pension Transfer Gold Standard, a code of conduct introduced by The Pensions Advice Taskforce.

Contact

2-3 Rectory Place

Loughborough

Leicestershire

LE11 1UW

Services

About us

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Chesterton House

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Chesterton House Financial Planning Ltd: Authorised & Regulated by the Financial Conduct Authority, Reference No. 126368. Registered in England Company No 2118345 (ENGLAND)

 Chesterton House Accounting Services LLP: Partnership No. OC381114 (ENGLAND).

Woolley, Beardsleys & Bosworth LLP:Authorised & Regulated by the Solicitors Regulatory Authority. Reference No. 607014. Partnership No. OC379158 (ENGLAND).