Chestergate Financial Planning

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The Chestergate Somborne Park team.

Frederick Hervey-Bathurst MSI (Director)
Chartered Financial Planner
(Qualifications..)

Frederick was a founding director of Chestergate in 1996. He is aged 43,married with two children and started his career in financial planning after graduating from university. Frederick is a member of the Securities Institute and is a Chartered Financial Planner. He runs employee benefit schemes for a wide range of employers. Frederick’s private client work involves developing strategies to create and manage wealth to meet his clients’ objectives and goals.
Email: fhb@chestergate.co.uk

Frederick Hervey-Bathurst
Peter Pelly

Peter Pelly. APFS Consultant
Chartered Financial Planner
(Qualifications..)

After a short service commission in the Royal Green Jackets, Peter joined an insurance brokerage specialising in advising the Armed Forces. In 1987 Peter joined an insurance company as an adviser, developing a detailed knowledge of individual and company pension arrangements. Peter joined Chestergate in 1999 and has continued his professional development qualifying as a Chartered Financial Planner in the first year possible. Peter provides advice to individuals and companies, particularly on pensions matters, including divorce issues. Peter is married with four children and lives in Salisbury.
Email: pelly@chestergate.co.uk

Gary Walsh BA (Hons) Cert PFS (Consultant)
(Qualifications..)

Gary joined Chestergate in 2008 and has worked in financial services since 2000, specialising in corporate pensions and investment. In addition to the Certificate of Financial Planning Gary has additional qualifications in employee benefits (group risk), trusts, and investment portfolio management.
Email: gwalsh@chestergate.co.uk

Gary Walsh
Val Goode

Val Goode

Val joined Chestergate in 2001. Val predominantly assists Peter and also provides reception and secretarial support for the office.

Christine Holloway

Christine joined Chestergate in 2000. Her primary role is to support Frederick and she has responsibility for the day to day office management. Christine has been working in financial services for over 20 years and was previously an adviser for Abbey National.

Christine Holloway

Chestergate Financial Planning Ltd., The Coach House, Somborne Park, Nr. Stockbridge, Hampshire, SO20 6QT
T. 01794 388 594  F. 01794 389 647 E. fhb@chestergate.co.uk