What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Chesterton House Financial Planning

Home
United Kingdom
Loughborough
Chesterton House Financial Planning

A good financial plan is like a GPS for your goals and dreams. At Chesterton House our approach starts with you.

Many people think financial planning is just about pensions and investments, but real financial planning means getting your entire financial house in order, so that you can relax knowing it's all taken care of and you can live a great life. Using our unique Financial RoadMap tool, we take the time to understand your personal values, what's important to you and what you want to achieve. Only then d

o we create a Financial Plan designed to give you the highest probability of reaching your goals. This is Values Based Financial Planning at it's best. Retirement planning, financial independence, inheritance, tax planning, business

15/07/2026

"St Swithin's Day, if thou dost rain, for forty days it will remain…"

Whether you believe the old weather folklore or not, St Swithin's Day has been reminding people for centuries that today's conditions can influence tomorrow.

Financial planning works in a similar way.

Small actions today can have a surprisingly large effect on the years ahead.

A pension contribution.
Updating a will.
Having an overdue conversation.
Reviewing your plans.

You can't control the weather.

You can't predict every twist and turn in life either.

But you can prepare for the seasons ahead.

Start with a free call with one of our qualified Financial Planners.
Book online: 🗓️ www.chestertonhouse.co.uk/book-a-meeting
Or call and speak with our team 📞 01509 610472

08/07/2026

When did you last check what you can actually give to family free from inheritance tax?

The rules have more flexibility in them than most people realise — and some of the most useful exemptions are also the least well known. We've pulled together a straightforward guide to the main ones, without the jargon.

👉🏻https://chestertonhouse.co.uk/gifting-and-inheritance-tax/

Book a free initial phone call with one of our qualified Financial Planners:
🗓️ www.chestertonhouse.co.uk/book-a-meeting
📞01509 610472

05/07/2026

If you could give your 35-year-old self one piece of financial advice, what would it be?

Save more?
Worry less?
Start investing earlier?
Spend more time with family?
Take more holidays?

One of the privileges of working with clients over many years is hearing the wisdom that only experience brings.

Sometimes the most valuable financial lessons have very little to do with money.

What would yours be?

02/07/2026

When people say they want to retire, they don't usually mean they want to stop working. They mean they want more choice.

More time.
More flexibility.
More travel.
More family.
More freedom to say yes... or no.

The financial side matters, of course. But the bigger question is:
👉🏻 What do you want your life to look like?

The most successful retirement plans start with understanding what's important to you. Everything else aligns with that to help you live a great life that supports your values.

So, what does a great retirement look like to you?

We can help you uncover what truly matters to you with a free Financial Road Map meeting. Book your initial call online:
🗓️ www.chestertonhouse.co.ulbook-a-meeting
Or call us on 01509 610472 to speak with our team.

29/06/2026

What a night! 🌅

Last Wednesday we held our annual summer BBQ at the beautiful Hall Barns at Prestwold Hall, and despite the heat, it was a wonderful evening. Delicious food, great company, and the brilliant The Swing Zippers keeping everyone in the summer spirit.

A huge thank you to Rosie and the team for looking after us all so beautifully.

We're over the moon to share that guests raised £1,541.97 for the Chesterton House Foundation, every penny of which goes directly to local charities and community organisations.

Thank you so much to everyone who came along. 💛

24/06/2026

Do you hold back from helping your family financially because you're not sure what the tax implications might be?

Most people in this position worry more than they need to. There are more exemptions available than most people realise, including some with no upper limit on the amount you can give. The key is knowing which rules apply to your situation, and making sure any gifts are structured in a way that makes sense.

We've written about this recently, because it's a question we get asked a lot: can I pay for a family holiday, or give money to grandchildren, without creating an inheritance tax problem?

The answer, in many cases, is yes... but the detail matters.

👉🏻 https://chestertonhouse.co.uk/gifting-and-inheritance-tax/

Book a free initial phone call with one of our qualified Financial Planners:
🗓️ www.chestertonhouse.co.uk/book-a-meeting
📞01509 610472

21/06/2026

Today is Summer Solstice - the longest day of the year. Summer feels like it's just arriving, yet the year turns and from this point on, almost imperceptibly, the daylight hours begin to shorten.

Today is a good analogy for our life path - where you reach the peak of your working life: building assets, a business or career and nurturing your family, and then things slowly begin to wind down as your business matures, your family grows up and you head towards retirement, or at least stepping back to live life more fully.

So as we enter the second half of the year, and perhaps the second half of life, the questions change from "how do I grow this" to "what is all of this actually for? What do I want the next chapter to look like? And am I set up to live it?"

Those questions deserve more than a quick answer. They deserve a proper plan.

If you're somewhere in that second half and you haven't yet sat down with someone to think it through clearly, perhaps now is the moment.

📅 Book a free initial conversation with one of our qualified financial planners: www.chestertonhouse.co.uk/book-a-meeting

18/06/2026

Have you thought about how much is riding on your business?

Your income depends on it.
Your net worth is largely tied up in it.
Your future plans are built around it.

That's a lot riding on a single asset, however good that asset is.

It's understandable. Building a business takes everything you've got. But there comes a point where building personal wealth alongside it stops being optional...

If the business stopped tomorrow, whether through choice, circumstance, or something you didn't see coming, would your personal financial position be secure? For many business owners, the honest answer is: not as much as I'd like.

Building personal wealth alongside the business is one of the most important financial moves a business owner can make.

We've written about this on our blog, including a client story that shows just how quickly things can shift, and what good planning can do about it. You can read it here: www.chestertonhouse.co.uk/beyond-the-business-building-wealth-that-works-for-your-life/

📅 And if you're ready to take control of your personal finances, you can book a free initial conversation with one of our qualified financial planners: www.chestertonhouse.co.uk/book-a-meeting

14/06/2026

When you think about getting financial help, are you looking for an answer to a specific question, or are you looking for someone to help you see the whole picture clearly?

Both are valid. But they're different things, and not every firm offers both.

➡️Financial advice deals with specific decisions: products, investments, the right pension fund.
➡️Financial planning starts with your goals and values, and builds everything around those.

We think the second approach leads to better outcomes. But we've written about both on the blog so you can decide what's right for you:

📖 https://chestertonhouse.co.uk/financial-planning-vs-financial-advice-whats-the-difference

Or if you'd like to explore what proper financial planning could look like for you, book a free initial conversation with one of our qualified financial planners at www.chestertonhouse.co.uk/book-a-meeting

11/06/2026

Be honest: do you know exactly how many pension pots you have?

If you've changed jobs a few times, the answer might be: more than you think, and I'm not entirely sure where they all are.

It's one of the most common situations we come across... and the good news is that once someone sits down and looks at it properly, it almost always feels more manageable than expected.

We've put together a straightforward guide on the blog, including how to go about finding old pensions, what to consider before combining them, and why it's worth doing sooner rather than later (especially with inheritance tax rules around pensions changing in April 2027).

If it's been on your to-do list, this might be the nudge:

📖 https://chestertonhouse.co.uk/ive-got-pensions-in-different-places-now-what

Or if you'd rather just talk it through: book a free initial conversation with one of our qualified financial planners at www.chestertonhouse.co.uk/book-a-meeting

Address

3 Rectory Place
Loughborough
LE111UW

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.chestertonhouse.co.uk/

Alerts

Be the first to know and let us send you an email when Chesterton House Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Chesterton House Financial Planning: