Our People | Chesterton House

Get in touch with our specialist team

Richard Urwin

Managing Director

Financial Planner

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.

Andy Jervis

Group Chairman

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.

David Jones

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.

Lisa Leeland

Chartered Financial

Planner

Lisa joined Chesterton House in January 2006 and advises clients in all areas of Financial Planning.

She is both Chartered and a Certified Financial Planner and has worked in Financial Services for almost 30 years.

Sue Sams

Financial Planner

Sue joined the company in 2016 as an experienced Financial Planner.

She is a Diploma qualified Member of the Personal Finance Society and has developed financial planning strategies for private individual and trust clients as an FCA Approved Adviser since 2011

Jordan Wong

Financial Planner

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.

Paul McGrath

Manager, Chesterton House Accounting Services LLP

Paul joined in 2012 as the Finance & Accounts Manager for our companies and has over 10 year’s experience in the accounting sector. In 2012 our Accounting business was formed and Paul took on the head of Accounting Services. His combined roles have lead to effective financial management of our companies & development of our financial strategy and goals.

Amarjeet Singh

Financial Accountant

Amarjeet joined the practice in 2014 as an experienced Practice Accountant with focus on owner-managed and SME businesses.

He is a Fellow of the Association of Chartered Certified Accountants with over 10 years’ experience. specialises in private clients with complex tax affairs, EIS/SEIS share issues and GP partner/partnership accounts and returns.

Suzanne Riozzi

Graduate Member of The Chartered Institute of Legal Executives

Suzanne joined the company in 2014 as an experienced Legal PA working across Private Client and Residential Conveyancing.

She is a Graduate member of the Chartered Institute of Legal Executives and has been working as a member of our Residential Conveyancing Team since 2016.

Mark Hopper

Head of Legal, Woolley Beardsleys & Bosworth LLP

Private Client Solicitor

Mark took the Graduate Diploma in Law in 2007 (commendation) and the Legal Practice Course in 2008 (distinction).

He has worked almost exclusively in Private Client law since qualifying as a Solicitor in March 2012 and has a particular interest in estate work where tax considerations arise.

Joanne Sworder

Solicitor and Head of Property,

Woolley Beardsleys, & Bosworth LLP

Joanne qualified as a solicitor in 2005 and has exclusively practiced in Residential Property since qualification. Joanne has extensive experience in all aspects of Residential Property and helps clients in the full range of transactions. She is the specialist advisor for equity release products as well as independent occupier consent advice.

Partner, Woolley Beardsleys & Bosworth,

Private Client Solicitor,

Trust & Estate Practitioner

Rebecca Abraham

Rebecca qualified as a solicitor in 2010 having previously trained as an accountant and worked within the internal audit teams of multi-national firms. She is a Registered Trust and Estate Practitioner, a Partner and holds the Solicitors for the Elderly Older Client Law in Practice Award.

Contact Us

01509 610 472

Get in touch with our specialist team

Our Financial Planning Team

Our Accounting Services Team

Our Legal Advice Team

Richard Urwin

Managing Director

Financial Planner

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.

Andy Jervis

Group Chairman

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.

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David Jones

Financial Planner Manager

Chartered Financial Planner

Lisa Leeland

Chartered Financial

Planner

Lisa joined Chesterton House in January 2006 and advises clients in all areas of Financial Planning.

She is both Chartered and a Certified Financial Planner and has worked in Financial Services for almost 30 years.

Sue Sams

Financial Planner

Sue joined the company in 2016 as an experienced Financial Planner.

She is a Diploma qualified Member of the Personal Finance Society and has developed financial planning strategies for private individual and trust clients as an FCA Approved Adviser since 2011

Jordan Wong

Financial Planner

Paul McGrath

Manager, Chesterton House Accounting Services LLP

Amarjeet Singh

Financial Accountant

Amarjeet joined the practice in 2014 as an experienced Practice Accountant with focus on owner-managed and SME businesses.

He is a Fellow of the Association of Chartered Certified Accountants with over 10 years’ experience. specialises in private clients with complex tax affairs, EIS/SEIS share issues and GP partner/partnership accounts and returns.

​

Suzanne Riozzi

Graduate Member of The Chartered Institute of Legal Executives

Suzanne joined the company in 2014 as an experienced Legal PA working across Private Client and Residential Conveyancing. ​ She is a Graduate member of the Chartered Institute of Legal Executives and has been working as a member of our Residential Conveyancing Team since 2016.

Mark Hopper

Head of Legal, Woolley Beardsleys & Bosworth LLP

Private Client Solicitor

Mark took the Graduate Diploma in Law in 2007 (commendation) and the Legal Practice Course in 2008 (distinction).

He has worked almost exclusively in Private Client law since qualifying as a Solicitor in March 2012 and has a particular interest in estate work where tax considerations arise.

Joanne Sworder

Solicitor and Head of Property,

Woolley Beardsleys, & Bosworth LLP

Partner, Woolley Beardsleys & Bosworth,

Private Client Solicitor,

Trust & Estate Practitioner

Rebecca Abraham

Rebecca qualified as a solicitor in 2010 having previously trained as an accountant and worked within the internal audit teams of multi-national firms. She is a Registered Trust and Estate Practitioner, a Partner and holds the Solicitors for the Elderly Older Client Law in Practice Award.

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Suzanne joined the company in 2014 as an experienced Legal PA working across Private Client and Residential Conveyancing.

She is a Graduate member of the Chartered Institute of Legal Executives and has been working as a member of our Residential Conveyancing Team since 2016.