Investment Update October 2022 from Chesterton House and Woodgate Financial Planning
Release Date: 10/24/2022
Chesterton House Family Wealth Podcast #2 - Meet Managing Director Rachel Kitching Burrows
Family Wealth Podcast
In this episode: We meet our Managing Director, Rachel, and discover why she went bonkers in Gateshead. Summary Chesterton House Founder and Chairman met with Managing Director Rachel Kitching Burrows to talk about her journey from Paraplanner to leader at Chesterton House and everything in between. If you'd like to support Rachel's running efforts for you can find details . If you want to follow up... To get financial advice, we offer a free initial phone call with one of our qualified Financial Planners. To learn more about the Chesterton House Foundation For anything else, This...
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Chesterton House Family Wealth Podcast #1
Family Wealth Podcast
In this episode: 0:27 – Welcome and why this podcast 5:21 – Sam and Jenny discuss the upcoming pension and inheritance tax changes 14:48 – Jenny and Andy on how the changes could mean being taxed at up to 90% on your pension fund 19:33 – Conversation with the team at Equality Action 33.27 - Supporting our Foundation - Riviera Travel Affinity Scheme 36.53 - End Summary Chairman and marketing manager Jenny Jervis open this first episode by welcoming Sapphire, the newest member of the Chesterton House team, and discuss why we're launching a new podcast and what it will contain. April...
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Meeting Mary Baird, Author of Daisy's Doings
Family Wealth Podcast
We sat down with our client Mary Baird to talk about her children’s book, Daisy’s Doings. Aimed at 3 to 5 year olds, the story follows Daisy on a shopping trip with her mum. She brings along her favourite toy — though she doesn’t know what it’s called, so she simply calls it her “Doings”. Along the way, different people offer their own ideas about what it might be called. With its gentle repetition and simple, engaging language, Daisy’s Doings...
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What Does the Middle East Conflict Mean for Your Money?
Family Wealth Podcast
If you’ve been watching the news lately, you’ll have seen troubling developments in the Middle East. The human cost is tragic. The geopolitical implications are serious. And if you’ve got a pension or investments, you might be wondering: what does this mean for my money? In this issue Andy Jervis explores the impact of previous geopolitical events, and suggests how you should respond.
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Announcing our partnership with Soderberg
Family Wealth Podcast
At Chesterton House, our focus has always been simple: to help you plan your future with confidence and enjoy a great life along the way. As we continue to grow and look ahead, we want to make sure our business remains strong, stable, and true to the values you trust us for. In this episode, our founder, Andy Jervis, shares an important update about an exciting new partnership that supports that long-term vision. It’s all about protecting the service you rely on, strengthening our team, and ensuring that Chesterton House continues to thrive for many years to come.
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Important News from our Chairman
Family Wealth Podcast
Andy Jervis, Chairman of Chesterton House, has news about some exciting developments within our business. To watch the video or read the transcript, visit our website:
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In Conversation with Rachael Hurdman
Family Wealth Podcast
We're delighted to receive lots of great feedback about our business and our team which is always gratifying. It doesn't happen, though, without an investment in development and training, and you may not always appreciate what goes on behind the scenes. Over the years we've worked with some outstanding professionals to improve the results we deliver to our clients. One of those is Rachael Hurdman whose company, Arch inspire Ltd, helps businesses to develop their people through coaching, consulting, training and mentoring. Rachael has had a huge impact on our success, and in this podcast Andy...
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Jenny Meets Julian from Incredible Edible
Family Wealth Podcast
recently made a grant to a fantastic local community group, Incredible Edible Loughborough. To learn more about the impact of this grant and the work the group does, Chesterton House Marketing Manager, Jenny, met with Julian, the chairperson of Incredible Edible Loughborough.
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Why we won't take you too seriously
Family Wealth Podcast
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Investment Update - May 2024
Family Wealth Podcast
Andy Jervis, Chairman at Chesterton House Financial Planning, met with Managing Director and Head of Investment Committee, Richard Urwin last week to take a look back at the last few months and see how our client's portfolios have been performing, and how we're positioned for future growth. During their conversation, Richard explained recent economic events and what we might expect for the future, delved into how and why we use investment trusts in our portfolios, and commented on the value of benchmarks in measuring performance amongst other topics. We need to remind you that none of the...
info_outlineAndy Jervis, Chairman at Chesterton House met with Richard Urwin, Managing Director at Chesterton House and Head of our Investment Committee, to discuss what's been happening in the wider world and the impact that events are having on investments and markets.