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.
Jordan joined Chesterton House in March 2017 as a Trainee Financial Planner and has since gone on to become a qualified member of our Financial Planning Team.
He is a member of the Personal Finance Society and is qualified as a Pension Transfer Specialist. He is in the process of attaining Chartered Financial Planner Status.
Mortgage and Protection Specialist
Alex started her career in financial services over 23-years ago and has a full CeMAP and Financial Planning Certificates.
She has many years’ experience advising clients on mortgages and protection to help them realise their dreams of owning their own home, second home, or buy to let property portfolio.