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Financial Planning

As Practice Principal of Chewton Financial Planning, my sole aim is to provide ‘guidance’, which leads us down a path of ensuring any products available to you, are the ‘right products’ for your individual needs and circumstances. Financial Planning is an ongoing process that is designed to help keep you on track to achieve your financial goals, once you have completed a financial review and implemented recommendations to get you started.

Good financial planning in simple terms is a professional assessment of where you are now, compared to where you wish to be, with recommendations to help you to move forward, combined with regular reviews to monitor progress and provide further advice.

We take a holistic approach which encompasses all aspects of a client's financial affairs, providing a complete and genuinely impartial financial planning service. Our approach can provide objective assistance in organising your personal or business financial affairs and also includes prudent provision for greater financial security, as no one knows what the future may have in store.

Chewton Financial has always prided itself to committing and offering our clients the highest possible standards of service and as a Practice we offer our clients three levels of service.

Click here to get an overview of our service deliverables.

Financial Review Service

This service is the foundation or entry level for all customers. The financial report service will establish the facts about your current personal, financial and other circumstances and any gaps or needs in your existing arrangements together with identifying your aims, objectives and aspirations. This information is then used to determine not only why these should be satisfied, but how they could be addressed and what order of priority you should set. This service can be accessed as a standalone service without any ongoing service or advice forming part of your agreement with us to act as your agent.

Transactional Service

You will not be enrolled onto an ongoing service plan. You will instead have to pay for ongoing advice as and when required. Your adviser will not be monitoring the ongoing suitability of advice and will not monitor the performance of the funds. Your adviser will forward all statements from providers so that you can review the performance yourself.

Financial Awareness Service

This is an ongoing review service suitable for clients who have a relatively modest investment or pension portfolio or have some regular premium products such as savings and or pensions and are seeking our help to review and manage these. The aim of this level of ongoing service is to help the client establish an achievable growth in wealth. This service is also intended to help the client achieve a sound understanding of the financial markets.

Financial Planning Service 

This is an ongoing review service suitable for clients who have an established investment or pension portfolio or have a range of assets forming the basis of their wealth and upon which they are seeking to review and manage with our help. The aim of this level of ongoing service is to help clients maintain and grow the value of their wealth or to ensure that investment income levels are maintained. This level of service is also intended to help the client increase their knowledge and experience in the financial markets.

Wealth Management Service

This is an ongoing review service suitable for clients who are both knowledgeable and experienced investors and who have already established an investment or pension portfolio. The aim of this level of service is to provide a wealth preservation strategy, whilst assisting the client in taking advantage of alternative and non-mainstream investments that offer the opportunity for creating a sustainable growth in the client’s wealth. 

Regular Review Meetings

Dependent upon the level of service you choose, Chewton Financial will work with you to ensure the service you receive is of a high standard and by working with us; we will ensure you have regular meetings to fit in with what is acceptable and comfortable for you.

We provide an ongoing proactive Wealth Management Service, where our clients receive regular reports and unlimited access to me, your adviser, secure in the knowledge you can discuss your investments and receive sound impartial advice.  Our Wealth Management Service is more than just a transactional service instigated by client request. It is an ongoing review service suitable for clients who are both knowledgeable and experienced investors, who already have an established investment and/or pension portfolio. 

The aim of this service is to provide a wealth preservation strategy whilst assisting the client in taking advantage of investments that offer the opportunity for creating a sustainable growth in the client's wealth. One of our great strengths of Chewton Financial is the bespoke service we offer based on the panel of select investment houses we have aligned ourselves to, which in turn provides excellent planning opportunities for our clients. Good choice enables us to demonstrate the impartiality of our advice, because we are not constrained or influenced by the type of investment medium we can offer. As an organisation we are advice led, not product driven. At Chewton Financial our approach allows us to bring together the various aspects of a client's wealth, define an agreed strategy and implement recommendations to meet the objectives and monitor this proactively on a regular basis. 

This will enable our clients to have a clear understanding of how their various investments progress and keep them informed on the progression of their portfolio, assisted by our ability to give our clients up to the minute valuations.  

Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs. 

The plan will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.

The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents



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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

Neither Chewton Financial Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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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