Chesterton House Financial Planning Ltd
Chesterton House Financial Planning Ltd provides financial planning services, including retirement preparation and wealth management. They have been serving the Loughborough community for over 300 years.
- Wealth management
- Investment advice
- Financial planning
- Retirement preparation
- Intergenerational wealth planning
Locations
Competitors
Barwells Wealth is a long-established financial planning firm based in East Sussex, dedicated to providing reliable and straightforward financial advice.
Nugenis provides independent, forward-thinking, and practical financial planning services to a diverse clientele across South Wales and the South West of England.
Reddington FP is a financial planning service dedicated to helping individuals and families achieve their financial goals.
MD Wealth Management is a Financial Planning Service in East Anglia, dedicated to providing high-quality advice on various aspects of wealth management.
Company Details
Chesterton House Financial Planning Ltd is operated by Chesterton House Financial Planning Ltd and is a Active company incorporated on 1 April 1987 with the registered office located in Loughborough, Leicestershire. Chesterton House Financial Planning Ltd was registered 38 years ago.
Status
Active
Size
Small
Directors
7
Age
38 years old
Employees
50
Turnover
Unreported
Total Assets
£1.31M
Cash in Bank
£396.3K
Total Liabilities
-£626.93K
Teams
33
21
8
5
4
5
Chairman • Joined Nov 1987
Marketing Executive • Joined Jan 2019
Accounts Manager • Joined Jun 2012
Compliance Director • Joined May 2024
Managing Director • Joined Dec 1996
Managing Director • Joined Jul 2024
HR Director • Joined Jul 2024
Head Of Delivery • Joined Jan 2025
Financial Planning Manager • Joined Feb 2022
Programme Manager - Operations • Joined Jul 2023
Accounts Manager • Joined Jun 2012
Financial Planning Manager • Joined Feb 2022
Account Administrator • Joined Sep 2017
Accounting Administrator
IFA Administrator • Joined Mar 2023
Financial Planning Administrator • Joined Feb 2025
Financial Planning Administrator • Joined Jun 2021
Financial Planning Administrator • Joined Mar 2023
Accounts Assistant
Paraplanner
Chairman • Joined Nov 1987
Compliance Manager • Joined May 2021
Managing Director • Joined Dec 1996
Managing Director • Joined Jul 2024
Programme Manager - Operations • Joined Jul 2023
Administration Team Manager • Joined Nov 2021
Head Of Accounting Services • Joined Jan 2013
Welcome Team & Facilities Manager • Joined Sep 2021
Head Of Delivery • Joined Jan 2025
Programme Manager - Operations • Joined Jul 2023
Head Of Accounting Services • Joined Jan 2013
Welcome Team & Facilities Manager • Joined Sep 2021
HR Director • Joined Jul 2024
Administration Team Manager • Joined Nov 2021
Account Administrator • Joined Sep 2017
Accounting Administrator
IFA Administrator • Joined Mar 2023
Marketing Executive • Joined Jan 2019
Compliance Director • Joined May 2024
Financial Planning Director • Joined Jan 2023
Financial Planner (Support) • Joined Nov 2023
Financial Planner (Support) • Joined Nov 2023
View 33 members