Skip to Navigation

Financial Advisers

The content within these pages is written and produced by PracticeWEB

This section of our site contains guides and calculators to help you think about your financial planning needs.

They are aimed at both business owners, who may also be employers, and private individuals with wealth management goals.

Why are you looking for financial advice? Choose from the menu links below.

Working and saving

Information on income tax and traditional savings products, such as bank, building society and deposit accounts as well as ISAs

Read more »

Running a business

Guides for businesses and employers on topics such as staff benefit packages, key man insurance, directors' pensions and debt financing

Read more »

Investing and personal wealth

Stocks and shares, unit and investment trusts and capital gains tax are some of the topics covered here for those with an interest in the risks and rewards of investing

Read more »

Mortgages and property

Information about the different types of mortgage and interest rates, investing in property and calculators for estimating borrowing and repayment amounts

Read more »

Health and family life

Insurance and assurance policies to protect you and your dependants against the disruption caused by your critical illness or sudden death

Read more »

Pensions and retirement

Pension scheme types, annuities, tax-free allowances and calculators to estimate pension fund shortfalls and state pension eligibility

Read more »

Passing on wealth

Why you should write a will and keep it up to date, an explanation of inheritance tax rules and a calculator to estimate your estate's liability

Read more »

 CII Logo


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.

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

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Chewton Financial Planning © 2019