#01 Why this podcast, pensions and IHT changes, and a visit to Equality Action charity
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...
info_outline
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...
info_outline
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.
info_outline
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.
info_outline
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:
info_outline
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...
info_outline
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.
info_outline
Why we won't take you too seriously
Family Wealth Podcast
info_outline
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_outline
Investment Update November 2023
Family Wealth Podcast
Richard and Andy bring us up to date with the world of investing and how Chesterton House are positioning for growth.
info_outlineAt 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.