Andy Jervis
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Andy Jervis Email & Phone Number

Director and Senior Financial Planner at Chesterton House Financial Planning Ltd
Location: Loughborough, England, United Kingdom 6 work roles 1 school
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Role
Director and Senior Financial Planner
Location
Loughborough, England, United Kingdom
Company size

Who is Andy Jervis? Overview

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Quick answer

Andy Jervis is listed as Director and Senior Financial Planner at Chesterton House Financial Planning Ltd, a with 31 employees, based in Loughborough, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Andy Jervis.

Andy Jervis previously worked as Chairman at Chesterton House and Director & Senior Financial Planner at Chesterton House Financial Planning Ltd. Andy Jervis holds Building A Powerful Plan Based On Your Deepest Values from Values-Based Financial Planning Academy.

Company email context

Email format at Chesterton House Financial Planning Ltd

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Chesterton House Financial Planning Ltd

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Profile bio

About Andy Jervis

At Chesterton House we help you to create and implement a Plan to achieve your goals; We ensure that every item in your financial house is in perfect order and that it stays that way; and we help you to live a great life!Our clients include business owners, executives, professional people, pre-retired, retirees and people on a mission. We expect exceptional results for our clients, and I only work with people who are serious about making great choices with their money, and who want to experience more life. You don’t need to be a financial expert, but you will need to make a commitment to do the work that achieving your goal requires.In return we have an outstanding team of financial, legal, accounting, tax, investment and business professionals who are all focused on helping you create one plan, created by one team, with one outcome - more success for you.Through a combination of focused financial planning, questioning, money expertise and plain talking, my team will work with you to organise and plan for the life that inspires you. The sense of control and peace of mind that occurs as a natural result of establishing crystal clear goals, connecting your actions to your personal values, and systematically getting your financial house in perfect order as we establish your regular Progress Meeting Cycle is difficult to describe but very real to everyone who has been through our process. Whether your goal is building greater wealth, generating multiple streams of income, growing your business, stemming the flow of financial paperwork, understanding your tax and investment options, or experiencing true freedom to do what you love, our process will inspire you and keep you on track.Contact me using the link below.Specialties: Financial planning, investing, practical money advice, business development, marketing, business processes, coaching, inspiring people to action, building really effective teams, recruiting, buying businesses, selling businesses, creating wealth, understanding money

Listed skills include Strategic Financial Planning, Financial Advisory, Investments, Wealth Management, and 27 others.

Current workplace

Andy Jervis's current company

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Chesterton House Financial Planning Ltd
Chesterton House Financial Planning Ltd
Director and Senior Financial Planner
Loughborough, GB
Employees
31
AeroLeads page
6 roles

Andy Jervis work experience

A career timeline built from the work history available for this profile.

Chairman

Current

Loughborough, England, United Kingdom

Nov 1987 - Present

Director & Senior Financial Planner

Current
Chesterton House Financial Planning Ltd

At Chesterton House we work with our clients to help them to understand their personal inspiring values, get crystal clarity over their goals, and then to create and implement a Financial Plan to achieve them, working together over time to bring their plans and goals to fruition.

Nov 1987 - Present

Partner

Current
Chesterton House Accounting Services Llp

Loughborough

The Chesterton House Accounting Services team works with the Financial Planning team to help you pay less tax and make your life simpler and more efficient. CHAS LLP offers a full range of accounting services from company formation and record-keeping to business advice and consultancy, as well as bookkeeping, payroll, financial statements and corporate and personal tax returns. We'll suggest ways to improve and grow your business and help you draw up an effective plan to achieve your goals, and keep you in touch with your business. Why not benefit from the joined up advice that results from your team of advisers working together seamlessly to produce and execute coordinated strategies.

Jan 2013 - Present

Partner

Current
Chesterton House Legal Services Llp

Loughborough

Our Legal Team has an important role in helping you to create a long term plan for managing your wealth, growing your assets and protecting them from the taxman. We can provide specialist advice on wills, trusts, family wealth planning, power of attorney and business succession planning.

Jan 2013 - Present

Owner

James Jervis Insurance & Financial Services

Loughborough

I started in business in 1985, having achieved the Associateship of the Chartered Insurance Institute. The insurance arm of the business was sold in 1991, and the financial services arm became Chesterton House, my present company.

Jan 1985 - Jul 1991
Team & coworkers

Colleagues at Chesterton House Financial Planning Ltd

Other employees you can reach at chestertonhouse.co.uk. View company contacts for 31 employees →

1 education record

Andy Jervis education

  • Values-Based Financial Planning Academy
    Values-Based Financial Planning Academy
    Building A Powerful Plan Based On Your Deepest Values
FAQ

Frequently asked questions about Andy Jervis

Quick answers generated from the profile data available on this page.

What company does Andy Jervis work for?

Andy Jervis works for Chesterton House Financial Planning Ltd.

What is Andy Jervis's role at Chesterton House Financial Planning Ltd?

Andy Jervis is listed as Director and Senior Financial Planner at Chesterton House Financial Planning Ltd.

Where is Andy Jervis based?

Andy Jervis is based in Loughborough, England, United Kingdom while working with Chesterton House Financial Planning Ltd.

What companies has Andy Jervis worked for?

Andy Jervis has worked for Chesterton House Financial Planning Ltd, Chesterton House, Chesterton House Accounting Services Llp, Chesterton House Legal Services Llp, and James Jervis Insurance & Financial Services.

Who are Andy Jervis's colleagues at Chesterton House Financial Planning Ltd?

Andy Jervis's colleagues at Chesterton House Financial Planning Ltd include David Wright, Debbie Genovese, Sapna Shapero, Dawn Hubbard, and Rachel Kitching Burrows.

How can I contact Andy Jervis?

You can use AeroLeads to view verified contact signals for Andy Jervis at Chesterton House Financial Planning Ltd, including work email, phone, and LinkedIn data when available.

What schools did Andy Jervis attend?

Andy Jervis holds Building A Powerful Plan Based On Your Deepest Values from Values-Based Financial Planning Academy.

What skills is Andy Jervis known for?

Andy Jervis is listed with skills including Strategic Financial Planning, Financial Advisory, Investments, Wealth Management, Wealth, Retirement, Retirement Planning, and Inheritance Tax Planning.

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