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.
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Andy Jervis
Group Chairman
Certified Financial Planner
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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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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.
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Lisa Leeland
Chartered Financial
Planner
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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.
Alex Lynott
 Mortgage and Protection Specialist
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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. 

Jordan Wong
Financial Planner
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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. 
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Callum Donoghue
Trainee Financial Planner

Callum started his career in Financial Services 9 years ago and joined Chesterton house back in May 2018 as a Paraplanner. Since then he has progressed to become the newest member of our Financial Planning Team in his role as Trainee Financial Planner. He is currently a Diploma qualified Member of the Personal Finance Society and is in the process of attaining Chartered Financial Planner Status.

 
Paul McGrath
Head of Chesterton House Accounting Services LLP
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Paul joined in 2012 as the Finance & Accounts Manager for our companies and has over 10 years' 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
Partner & 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 and specialises in private clients with complex tax affairs, EIS/SEIS share issues and GP partner/partnership accounts and returns.
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Jen Couchman
Managing Partner at Woolley, Bearsleys & Bosworth LLP.
Jen is a Trust and Estate Practitioner (STEP) and qualified as a Solicitor in 2005. She advises high net worth individuals and their trustees on trusts and other succession planning structures for asset protection and wealth preservation reasons. Jen also specialises in inheritance tax planning in relation to agricultural property and has experience in managing complex estates.  
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.
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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.
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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.
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.
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. 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.

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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).

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The information on this website is for use of residents of the United Kingdom. If you are outside of the UK and require advice, please get in touch for more information.