Chesterton House Financial Planning
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Chesterton House Financial Planning
We are unique in offering financial planning, accounting services and legal advice all in one place, and it's something that we're very proud of. Our ultimate goal is to help all of our clients to achieve financial freedom. To us this means having all of your affairs in perfect order, reviewed regularly, and focused on delivering what is truly important to you.

We have a team of experts and a clearly defined process to help you achieve your own goals as fast and efficiently as possible. Joined up approach. We're unique in providing Financial Planning, Accounting Services and Legal Advice, all under one roof. Whether you're an individual, a business, or a medical professional, we can help you manage & grow your company.
Reviews (10)
Caroline Oades
Caroline Oades
Nov 15, 2021
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Chesterton House first advised me some twenty years ago, with guidance on a choice I had to make about my corporate pension. With that guidance, I made the right decision and have since benefitted greatly from that and other advice received from the team at Chesterton House.
In recent years, my partner and I have relied on Chesterton House to provide recommendations on other big financial decisions and actions, with Lisa and her team now providing regular guidance on investments, Amarjeet and his team providing ongoing tax advice, Alex advising us on mortgage choices and the team at Woolley Beardsley
Michael Hunter
Michael Hunter
Sep 17, 2021
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Positive: Professionalism, Quality
Friendly and helpful with sensible ideas on money management, wills etc
Mary Mays
Mary Mays
Aug 05, 2021
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Chesterton House have been looking after us for the past ten years. Over this time our portfolio has achieved above our expectations. We have taken out regular income and some lump sums and the capital has not eroded. Access to legal and tax return services all in one place makes things so much more efficient. Would not hesitate to recommend Chesterton House.
Linda Williams
Linda Williams
Jul 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Been a client here for 13 years. Staff always very professional and helpful. Would recommend to anyone wanting sound financial advice and planning.
Fiona Biddle
Fiona Biddle
Jul 07, 2021
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I have been a client of Chesterton House for almost 10 years and I am so happy I found them! The service is so professional but so personal too. I had my annual meeting today and Lisa remembered everything about my family. Ok, she probably has it written down but it comes across as being so genuine, and the results are outstanding! I'd give more than 5 stars if I could!
Scott Gaten
Scott Gaten
Jun 20, 2021
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Positive: Professionalism, Quality, Responsiveness
Lisa and the team look after my Pension savings and I am delighted with the professional service I receive. The savings plan is clear and Lisa gives the service a real personal touch
Glyn Geary
Glyn Geary
Jun 07, 2021
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Engaging the services of Chesterton House was one of the best decisions my wife and I have ever made. Feel like we are in control of our destinies and able to make the most of our pension savings.
Big enough to be secure and small enough to be personal and caring. Do feel we can trust them with our futures and would happily recommend them to friends and family.
David Dodds
David Dodds
May 27, 2021
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We have been with Chesterton House for over 25 years now. Lisa who looks after our finances and investments has always given us a professional service with honest and caring advice. We have the utmost faith in her when important decisions have to be made. The outcome is that we are in a healthy financial position where our needs are securely managed.
Michael Wilson
Michael Wilson
Feb 26, 2021
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Positive: Professionalism, Quality, Responsiveness
We have been using Chesterton House for the past 3 years for pension planning and management. Over this time they have provided an excellent level of service and results. Special recommendation for Lisa Leeland (and her team) who has given great advice, especially during these bizarre times.
Nigel Cheetham
Nigel Cheetham
Feb 20, 2021
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We have been involved with Chesterton House for 3 or 4 years now, I have to say over the whole time I have been extremely pleased with the complete service/s they offer. Biggest factor for us was they put our mind at rest that we will have enough pension pot to retire when we are ready (my wife actually retires in 2 weeks at 53 years old). Another great approach they have is they explain things very simply and clearly, my wife normally turns off if its to detailed or complex but through all our meetings my wife has understand the vast majority of what we have covered. I could not recommend Jordan