Chesterton House Podcast artwork

Chesterton House Podcast

27 episodes - English - Latest episode: 5 months ago -

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.

Investing Business Education accounting financialplanning legal lifestyle
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Episodes

Investment Update November 2023

November 30, 2023 13:28 - 46 minutes - 34.3 MB

Richard and Andy bring us up to date with the world of investing and how Chesterton House are positioning for growth.

Hooray! It's a Bear Market

October 31, 2023 18:02 - 9 minutes - 7.55 MB

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.

Investment Update October 2022 from Chesterton House and Woodgate Financial Planning

October 24, 2022 11:06 - 1 hour - 69.1 MB

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.

Jordan's London Marathon Challenge 2022

August 26, 2022 13:02 - 12 minutes - 7.44 MB

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.   ...

November Investment Update 2021

November 18, 2021 11:35 - 35 minutes - 32.8 MB

August 2021 Investment Update

August 12, 2021 08:09 - 32 minutes - 29.9 MB

Inga's Journey To Chartered Accountant

July 07, 2021 11:32 - 27 minutes - 25.5 MB

May 2021 Investment Update

May 19, 2021 08:24 - 39 minutes - 36.5 MB

Andy & Elaine Discuss Unique Art & Music

March 09, 2021 12:36 - 31 minutes - 28.7 MB

Loughborough Budget Breakfast with Jane Hunt MP

March 05, 2021 16:18 - 1 hour - 88.4 MB

We were pleased to be invited to speak at a Budget Breakfast meeting hosted by Jane Hunt, MP for Loughborough. Andy Jervis gave a summary of the Budget changes and the impact on future investments. 

The History of Chesterton House

March 01, 2021 10:18 - 1 hour - 57.1 MB

February 2021 Investment Update

February 17, 2021 21:55 - 58 minutes - 42.4 MB

Chesterton House Chairman Andy Jervis met with Richard Urwin, Managing Director and Head of our Investment Committee, on 9th February 2021 to have a look at how our clients' portfolios have been performing over the last year and what we can expect in the future.  

Our performance in 2020

January 21, 2021 10:30 - 1 minute - 1.62 MB

It can easily be said that 2020 was quite a challenging year of change for everyone. Take a look at this highlight reel of our manager's comments.

Inspiration From Jean Martyn

January 21, 2021 10:11 - 50 minutes - 46.5 MB

Last week we got together for our annual Team Day, as a chance to catch up with our colleagues, reflect on 2020 and look forward to the coming year. As part of the day, we invited an inspiring speaker for a special performance. She was so good we felt we shouldn't keep her to ourselves, so pour yourself a drink, put your feet up, and enjoy her story and musical talents!  

A Framework For Financial Freedom

November 05, 2020 12:36 - 1 hour - 66 MB

Andy Jervis, our Chairman and an experienced Certified Financial Planner, delivered a webinar on "A Framework for Financial Freedom". Andy described some of the people who have influenced his financial planning career, with particular reference to the work of George Kinder and his renowned book, "The Seven Stages of Money Maturity". 

What Is This Financial Planning Thing About Anyway?

November 05, 2020 12:27 - 12 minutes - 11.1 MB

As part of our contribution to Financial Planning Week 2020, Jenny asked Dave Jones, a Chartered Financial Planner and Head of Financial Planning at Chesterton House, to explain the process involved in creating and implementing a Plan, what people can expect when they engage a Planner to act for them, and what difference having a Plan can make to your money and your life.  

Tools of Transformation

September 01, 2020 08:31 - 35 minutes - 32.7 MB

The lockdown has affected people in many different ways, and for some people has been a time of profound change. How do you recognise the impact of these different circumstances on your own situation, and how do you make the transition to a new and better place?  

Building A Career As a Property Lawyer

August 25, 2020 12:04 - 14 minutes - 12.9 MB

Suzanne Riozzi recently graduated as a Chartered Legal Executive after 10 years of work and study. Andy Jervis caught up with her to talk about her career in the legal world, her journey to Chartered, and her role at Woolley, Beardsley's & Bosworth.

Using Technology To Create Exceptional Customer Service

August 25, 2020 11:45 - 18 minutes - 17.1 MB

Our Chairman, Andy Jervis, interviewed Sapna Shapero from our IT Team about her work in developing systems to make our businesses more efficient and deliver an even better customer experience. Sapna explains her financial services background, the achievements of her Team, and things they're planning for the future, as well as how our whole organisation has been affected by the Covid-19 situation.

The Story Of Nosh Books

August 25, 2020 11:32 - 38 minutes - 35.7 MB

In the latest in a series of video interviews with our clients and staff, our Chairman, Andy Jervis, speaks with Joy and Ron May, the creators of Nosh Books, about growing their family business. What started as easy recipes to help their son transition into university has turned into a series of very successful cookbooks. Joy and Ron have sold over 500,000 copies of Nosh books, and they explain how it all began, what makes a successful business, and how to work with Amazon to get your produc...

Building a Lifestyle Business in Retirement

August 25, 2020 11:27 - 35 minutes - 32.7 MB

Richard Sykes came to Chesterton House to work out whether he could afford to retire and having made the change has gone on to create a successful lifestyle business, Fernweh Camper Van Hire.   Our Chairman, Andy Jervis, caught up with Richard and asked him about his experiences working with our Financial Planning, Accounting and Legal Teams, what encouraged him to start his business, and lessons he has learned along the way.

How Being Present Can Increase Your Performance

August 25, 2020 10:59 - 50 minutes - 46.4 MB

John Dashfield is a successful personal and business coach and has worked with Chesterton House over many years. In this video, Andy Jervis speaks with John about his approach, and how being present can increase your performance.  

GOSH What A Cause! Watch our Webinar

August 25, 2020 10:20 - 41 minutes - 38.3 MB

We're proud to say that we're supporting GOSH Charity this year. After hearing about the life-saving work they do every day, we want to help support their cause. Recently we held a webinar to show why we think GOSH are a great cause to support.  

A Million Steps For Rainbows

August 25, 2020 09:28 - 36 minutes - 33.2 MB

Dick Howard is a client of Chesterton House, and when Andy heard that Dick had set himself a personal challenge during the first few weeks of lockdown to walk a million steps in support of Rainbows Children's Hospice he wanted to know more.  

Here's How Our Pension Transfer Advice Process Works

August 21, 2020 13:05 - 21 minutes - 19.8 MB

Your decision as to whether to transfer your accumulated pension from one scheme to another is a really important one to get right. When the scheme you're considering transferring away from is a 'Defined Benefit' (DB) scheme, often known as a final salary pension, it could be potentially life-changing. You need to know that the advice you're getting is of the highest quality. Our Chairman, Andy Jervis, spoke to Dave Jones, Head of Chesterton House Financial Planning, about our pension...

John Bolton Interview

May 03, 2019 12:00 - 11 minutes - 2.62 MB

John Bolton works with our Marketing Team, and Andy Jervis caught up with him to find out more about John's role and the work he's been doing.