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When I created Chewton Financial Planning I wanted to provide a personal one to one relationship and service with my clients, despite the many different backgrounds and level of individuals I get involved with. It is very easy for us to wax lyrical about how wonderful we are, so don't just take our word for it, take a look at what some of our clients say about Chewton Financial.

Gary of Chewton Financial Planning is my choice for Independent Financial Advice. His decades of knowledge, experience and whole demeanor exudes confidence, expertise and trust. My personal experience left me in no doubt to recommend this 1stclass service to not just my immediate family, but my parents and more importantly my own financial clients.

Mark Isom - Independent Mortgage Broker and Managing Director of MTI Independent Mortgages Ltd.

Gary has supported Helen and me for nearly 20 years with all of our financial needs and we have happily seen our Bonds, ISA’s and Pensions grow very nicely over that time. Gary has also been a key support to the wider family providing financial advice and managing my parents and sisters investments over the same period. More recently the next generation has been added to Gary’s client list, with our children and their families, as well as my nephew’s new family getting advice and managing their investments.

Brian Raven - Managing Director

Gary has managed the majority of our investments and savings for well over 20 years now. During that time, we have lived both abroad and in the UK and have always been very happy with the advice Gary has given us to support our changing circumstances and occupations and the challenging financial climate.  We have the utmost trust in Gary to continue to deliver the appropriate advice to make the most of our savings and to safeguard our future financial security.

Brian & Sarah McWilliams

My wife and I have been clients of Gary’s in excess of 30yrs; we have found his knowledge and advice of the financial markets second to none and our savings & pensions are very healthy due to this. With his relaxed style he is a pleasure to deal with and has become a much loved family friend.

Chris Fry - Managing Director - Datel Services

As a Mortgage Broker I have the need for a specialist adviser who can advise my clients on investments and pensions. I have known Gary for 20 years and in that time he has advised myself, my family and friends. I have no hesitation in recommending him to my clients should they require financial advice.

As a Financial Adviser, I have always found Gary to be honest, thorough and knowledgeable.

Stephen Hines - SAH Associates

After graduating from university, I was seeking someone to advise me on how best to make my finances work for me. Gary was highly recommended to me by a family member and I was impressed by his approachable, 'down to earth' but ultimately professional manner.

As a Veterinary Surgeon working for a small limited company, I receive very little employee benefits. However, Gary has helped ensure that I make sensible investments and have policies in place to safeguard mine and my family's future.

Nick Weston BVSc GPCert (SAS) MRCVS

 As a growing business with manufacturing and distribution capabilities I am often being pulled in many directions and time is a precious commodity. Over the years Gary has helped me tremendously in organising various important aspects such as Key person policies, pension plans as well as practical advice on other things like partnership agreements and wills. Away from the business, Gary has also helped me to start an investment portfolio for the future. Gary does all the research and meticulously completes all the necessary paperwork, thereby freeing up my time to add value to my business.

Rodrigo San Martin - Director

For almost 20 years I have benefited from Gary's sound advice and expertise. He is always very reliable and efficient and up to date with the advice he offers. He has helped me through bereavement and how to plan for large expenses. I was a client of his while still a teacher and now he is looking after my investments as well as advising me about pension provision and income in my retirement. He is very easy to talk to and ask questions, however minor.

I can thoroughly recommend him.

Jane Pagano

I was introduced to Gary by my parents who has been dealing with them for many years and still has close links with them to this day. My knowledge of the financial world was very much zero and 13 years ago my parents thought it would be a good idea for me to meet with Gary, particularly as I was about to buy my first property. I’m glad I listened and took their advice, because whilst it’s not the most interesting subject, Gary’s help and advice has benefitted me hugely and if it were not for him, then I would not be in the position I find myself in today.

It is great to receive advice from an independent, trustworthy source, rather than a representative from a particular company promoting their own schemes. Thanks for all your help Gary, you really made a difference!

Angela Jefferies - Design & Development Engineer

 I have known Gary Jones for the last 10 years and he has been advising and managing my finances in the Wealth Management Programme for some years now. As an employee of both the private and now public sector, Gary carried out an overall assessment of my finances and enabled me to put certain actions in place, so that when I come to retire I can live life without the worry of paying my bills!!!

Jenny Jean-Jacques - Health Records Manager - National Health Service

 Changing from a paid job with a major company; having retrained as a Chiropodist, the prospect of self employment was daunting. Getting to grips with a private pension, ISAs, critical illness insurance, etc has been where Gary has shown his strength in knowledge and versatility. At each step of this journey over the past decade and more, he has been available to update me on my portfolio, answer any queries and make valued suggestions. He is a member of my 'personal support' group and I would be happy to endorse his work.'

HilaryBloor

 



 

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Gary Jones trading as Chewton Financial Planning is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 190859 http://www.fca.org.uk/register.

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The Financial Conduct Authority does not regulate National Savings, tax planning, taxation and trust advice, offshore investments or school fees planning.

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