29 épisodes
Chesterton House Podcast The Chesterton House Team
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Chesterton House are one of the UK's leading financial planning firms. We've been based in Loughborough, Leicestershire for over 30 years, so we're built on solid foundations. We keep on growing because we have a simple focus: You.
We exist to help you to build a Plan to achieve your goals, and to get your entire financial house in perfect order and keep it that way for as long as we are working with you.
Our Team understand everything there is to know about the world of money and financial planning. Here you'll find experts in Financial Planning and Investments, Tax Planning and Accountancy, Wills, Trusts, Inheritance Tax Planning, Probate and Property Transactions.
What you'll find at Chesterton House is 'joined-up advice.' Our Planners, Solicitors, Accountants and Investment Professionals will work together to ensure that all of the elements of your Plan - your business strategy, your remuneration plan, your personal investments, your pensions, your wills and estate plans - all work seamlessly together with no gaps.
Find out more at www.chestertonhouse.co.uk.
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Why we won't take you too seriously
Why we won't take you too seriously (chestertonhouse.co.uk)
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Investment Update - May 2024
Andy Jervis, Chairman at Chesterton House Financial Planning, met with Managing Director and Head of Investment Committee, Richard Urwin last week to take a look back at the last few months and see how our client's portfolios have been performing, and how we're positioned for future growth. During their conversation, Richard explained recent economic events and what we might expect for the future, delved into how and why we use investment trusts in our portfolios, and commented on the value of benchmarks in measuring performance amongst other topics.
We need to remind you that none of the specific investments or strategies discussed in this interview are intended as a recommendation to invest. We will only ever provide you with specific investment recommendations after consideration of your personal circumstances, needs and goals as well as a range of other factors. The value of some of the investments mentioned can fall as well as rise in value. Contact us for more information about our financial planning and investment process. -
Investment Update November 2023
Richard and Andy bring us up to date with the world of investing and how Chesterton House are positioning for growth.
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Hooray! It's a Bear Market
Andy Jervis explains why bear markets are not only normal, they're welcome, and why investors are their own worst enemy when it comes to obtaining great results from your portfolio.
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Investment Update October 2022 from Chesterton House and Woodgate Financial Planning
Andy Jervis, Chairman at Chesterton House met with Richard Urwin, Managing Director at Chesterton House and Head of our Investment Committee, to discuss what's been happening in the wider world and the impact that events are having on investments and markets.
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Jordan's London Marathon Challenge 2022
This year has been a busy one for Jordan Wong. Not only has he achieved Chartered status after years of study, he's planning to get married in November and preparations are well under way. As if that wasn't enough, Jordan has also been accepted to run the London Marathon in October, something he has never done before.
Our Chairman, Andy Jervis, caught up with Jordan to find out more about how he's juggling these impressive goals, and why running the Marathon is so important to him.
If you'd like to support Jordan with his fundraising efforts you can find his Just Giving page at https://www.justgiving.com/fundraising/Jordan-Wong.