Richard has worked with a broad range of clients over his 29 years in Financial Planning and is head of our Investment Committee.
Richard has many longstanding clients, in particular high net worth families with complex planning needs and he advises a number of Trusts and Family Investment Companies.
Certified Financial Planner
Andy Jervis founded Chesterton House in 1987, and is currently its Chairman. Andy is a Certified Financial Planner and has a lifetime’s experience in helping people to plan and achieve their goals and bring order to their financial affairs, a role that he is still passionate about.
Financial Planner Manager
Chartered Financial Planner
Dave joined Chesterton House in 2012, as an experienced planner who had worked in financial services since graduating in 2001.
He is now a Chartered Financial Planner, Fellow of the Personal Finance Society and manager of the Financial Planning team.