Chesterton House Podcast: Recent Episodes
The Chesterton House Team
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.
We sat down with our client Mary Baird to talk about her children's book, Daisy's Doings.
Aimed at 3 to 5 year olds, the story follows Daisy on a shopping trip with her mum. She brings along her favourite toy — though she doesn't know what it's called, so she simply calls it her "Doings". Along the way, different people offer their own ideas about what it might be called.
With its gentle repetition and simple, engaging language, Daisy's Doings works well for early readers and story time, supporting young children as they build confidence with words.
Mary says the idea arrived in its own way — as many good stories do — and grew from there.
One of the best parts of our work at Chesterton House is seeing our clients' goals come to life — and Mary's book is a wonderful example of that.
Daisy's Doings is available now on Amazon and Waterstones.
You can follow Mary on Instagram @marybaird0306 or Facebook @mary.baird.7773.
If you've been watching the news lately, you'll have seen troubling developments in the Middle East. The human cost is tragic. The geopolitical implications are serious. And if you've got a pension or investments, you might be wondering: what does this mean for my money?
In this issue Andy Jervis explores the impact of previous geopolitical events, and suggests how you should respond.
At Chesterton House, our focus has always been simple: to help you plan your future with confidence and enjoy a great life along the way. As we continue to grow and look ahead, we want to make sure our business remains strong, stable, and true to the values you trust us for.
In this episode, our founder, Andy Jervis, shares an important update about an exciting new partnership that supports that long-term vision. It's all about protecting the service you rely on, strengthening our team, and ensuring that Chesterton House continues to thrive for many years to come.
Andy Jervis, Chairman of Chesterton House, has news about some exciting developments within our business.
To watch the video or read the transcript, visit our website: https://chestertonhouse.co.uk/important-news-from-our-chairman/
We're delighted to receive lots of great feedback about our business and our team which is always gratifying. It doesn't happen, though, without an investment in development and training, and you may not always appreciate what goes on behind the scenes.
Over the years we've worked with some outstanding professionals to improve the results we deliver to our clients. One of those is Rachael Hurdman whose company, Arch inspire Ltd, helps businesses to develop their people through coaching, consulting, training and mentoring. Rachael has had a huge impact on our success, and in this podcast Andy Jervis, our Chairman, talks to Rachael about the work she does and the impact it has had.
Whether you're a client of Chesterton House Group wanting to know more about how our business works, or a business owner looking for guidance on how to take your business to the next level, you'll enjoy listening to this conversation.
The Chesterton House Foundation recently made a grant to a fantastic local community group, Incredible Edible Loughborough. To learn more about the impact of this grant and the work the group does, Chesterton House Marketing Manager, Jenny, met with Julian, the chairperson of Incredible Edible Loughborough.
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.
Richard and Andy bring us up to date with the world of investing and how Chesterton House are positioning for growth.
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.
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.
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.
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.
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.
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.
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!
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".
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.
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?
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.
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.
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 product launched, as well as news about their latest book, Nosh Vegan.
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.
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.
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.
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.
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 transfer process, what to expect, and the way we help educate and inform our clients to help them make a good decision.
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.