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Financial Advisers

Our business partners

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Chewton Financial strives to give its clients a one-stop shop for all of their client’s financial needs and to that end, it is important they align themselves with business partners who can provide ancillary services that Chewton Financial is not authorised or cannot facilitate, due to the nature of that particular aspect of financial planning.

This can include areas such as:

Mortgages

Please note that Chewton Financial Planning are not authorised to advise on mortgages, we are associated with a firm of specialist mortgage advisers who can help in this area. Please contact us for more information if you require mortgage advice.

The mortgage market is a complex area and at any one time there may be over 3000 different mortgage options, only some of which will meet your needs. Our network of mortgage specialists can provide you with all the help you need when it comes to transacting what will probably be the most expensive acquisition during your lifetime.

Buying a Property? - They will help you find the most suitable mortgage for you, be it fixed, variable or discounted. 

Clearing Debts? - If you have accumulated large overdrafts or credit card bills and are finding it hard to reduce the outstanding balances, then a re-mortgage can be used to reduce your monthly payments, especially if you bought your existing property a few years ago.

Starting a Business? - A re-mortgage can often be a very effective way of raising the capital you need.

To discuss this further, please do not hesitate to contact us.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Legal planning

Including Wills, Power of Attorneys, Home Protection Plans and Trusts.

These services are not regulated by the Financial Conduct Authority

Discretionary fund management

For those individuals with significant investment portfolios, incorporating a Discretionary Fund Management (DFM) company, may well be the way to pursue their expertise in managing such a portfolio. They will have alternative ways of managing and monitoring your investments and will make most of the investment decisions on your behalf, which takes the onus away from you and can possibly add more value to your investment portfolio.

The value of investments can fall as well as rise and you may not get back the amount you originally invested.

 

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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.

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.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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