Andy Jervis Email and Phone Number
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
Chesterton House Financial Planning Ltd
View- Website:
- chestertonhouse.co.uk
- Employees:
- 31
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Director And Senior Financial PlannerChesterton House Financial Planning LtdLoughborough, Gb -
ChairmanChesterton House Nov 1987 - PresentLoughborough, England, United Kingdom -
Director & Senior Financial PlannerChesterton House Financial Planning Ltd Nov 1987 - PresentAt 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.
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PartnerChesterton House Accounting Services Llp Jan 2013 - PresentLoughboroughThe 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.
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PartnerChesterton House Legal Services Llp Jan 2013 - PresentLoughboroughOur 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.
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OwnerJames Jervis Insurance & Financial Services Jan 1985 - Jul 1991LoughboroughI 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.
Andy Jervis Skills
Andy Jervis Education Details
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Values-Based Financial Planning AcademyBuilding A Powerful Plan Based On Your Deepest Values
Frequently Asked Questions about Andy Jervis
What company does Andy Jervis work for?
Andy Jervis works for Chesterton House Financial Planning Ltd
What is Andy Jervis's role at the current company?
Andy Jervis's current role is Director and Senior Financial Planner.
What schools did Andy Jervis attend?
Andy Jervis attended Values-Based Financial Planning Academy.
What skills is Andy Jervis known for?
Andy Jervis has skills like Strategic Financial Planning, Financial Advisory, Investments, Wealth Management, Wealth, Retirement, Retirement Planning, Inheritance Tax Planning, Business Development, Small Business, Financial Planning, Financial Coaching.
Who are Andy Jervis's colleagues?
Andy Jervis's colleagues are Callum Donoghue, Olivia Smedley, Gemma Turner Fcca, Tejinder Kaur, Inga Grosu, Acca, Vladlen Aleksejev, Kirsty Lunn.
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