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Why Choose Chestergate?
Qualifications & Technical Knowledge
Frederick Hervey-Bathurst and Peter Pelly are Chartered Financial Planners, holders of the profession’s highest qualification, achievable only by rigorous examination.
Chestergate Somborne Park is convinced of the value to our clients of up to date, challenging professional qualifications. Peter Pelly has been involved in the setting of examinations for the Chartered Insurance Institute, and as a company, we are committed to supporting all employees who wish to develop their professional knowledge. Gary Walsh has qualified in employee benefits (group risk), trusts, and investment portfolio management since joining Chestergate and will soon be eligible for Chartered status.
Lifetime Cash Flow Analysis
Chestergate’s (Somborne Park) commitment to investing in technology allows us to provide a lifetime cash flow analysis for each client using sophisticated computer software. This enables us not only to identify investment objectives, but to assess objectively the best way of achieving them. The system is also a useful tool in ascertaining an approach to investment risk.
Ground-breaking Approaches
Chestergate’s advisers have enquiring minds of which their continuing professional development is only one aspect. We challenge current fashions and apply fundamental economic principles to find creative solutions to our ever-changing world.
We invest, we do not speculate.
Stability
Chestergate started trading in January 1997. The founding directors remain fully committed to the business, with long-serving staff who understand the company’s ethos of client care. The advisers at Chestergate Somborne Park anticipate remaining in post for at least the next 15 years.
Understanding Client Needs
Chestergate’s staff have personal knowledge and experience of the many different objectives which are prioritised by our clients. Whether your interest is in keeping the family home, planning for school fees or ensuring a comfortable retirement, Chestergate’s staff will understand your concerns.
Independence
Chestergate provides independent, impartial advice. We find the most suitable product to meet the needs of our clients, from the simplest to the most complex financial instruments. Being independent financial advisers allows us to select from the widest possible range of investment managers and their offerings, rather than being tied to any one company’s products.
Informed Decision Making
All investment recommendations must be approved by our clients before action is taken. This ensures that clients fully appreciate the strategy and factors behind each decision.
Integrity
Chestergate does not hold client money and does not provide a discretionary service. Chestergate upholds the highest standards of professional conduct.
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