Chesterton House Podcast

At Chesterton House Financial Planning, we believe life comes first and money is there to support it. This podcast is about building a clear plan for your future, making good financial decisions, and getting your entire financial house in perfect order. www.chestertonhouse.co.uk

Meeting Mary Baird, Author of Daisy's Doings 03/23/2026

Meeting Mary Baird, Author of Daisy's Doings 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 works well for early readers and story time, supporting young children as they build confidence with words. Mary says the idea arrived in its own way — as many good stories do — and grew from there. One of the best parts of our work at Chesterton House is seeing our clients’ goals come to life — and Mary’s book is a wonderful example of that. Daisy's Doings is available now on and . You can follow Mary on Instagram @marybaird0306 or Facebook @mary.baird.7773. /episode/index/show/chestertonhouse/id/40593445

What Does the Middle East Conflict Mean for Your Money? 03/17/2026

What Does the Middle East Conflict Mean for Your Money? 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. /episode/index/show/chestertonhouse/id/40513505

Announcing our partnership with Soderberg 03/09/2026

Announcing our partnership with Soderberg 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. /episode/index/show/chestertonhouse/id/40372860

Important News from our Chairman 06/10/2025

Important News from our Chairman 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: /episode/index/show/chestertonhouse/id/36846015

In Conversation with Rachael Hurdman 11/26/2024

In Conversation with Rachael Hurdman 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 Jervis, our Chairman, talks to Rachael about the work she does and the impact it has had. Whether you're a client of Chesterton House Group wanting to know more about how our business works, or a business owner looking for guidance on how to take your business to the next level, you'll enjoy listening to this conversation. /episode/index/show/chestertonhouse/id/34154360

Jenny Meets Julian from Incredible Edible 09/06/2024

Jenny Meets Julian from Incredible Edible 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. /episode/index/show/chestertonhouse/id/34154650

Why we won't take you too seriously 06/06/2024

Why we won't take you too seriously /episode/index/show/chestertonhouse/id/31633292

Investment Update - May 2024 06/06/2024

Investment Update - May 2024 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 specific investments or strategies discussed in this interview are intended as a recommendation to invest. We will only ever provide you with specific investment recommendations after consideration of your personal circumstances, needs and goals as well as a range of other factors. The value of some of the investments mentioned can fall as well as rise in value. Contact us for more information about our financial planning and investment process. /episode/index/show/chestertonhouse/id/31632612

Investment Update November 2023 11/30/2023

Investment Update November 2023 Richard and Andy bring us up to date with the world of investing and how Chesterton House are positioning for growth. /episode/index/show/chestertonhouse/id/28861248

Hooray! It's a Bear Market 10/31/2023

Hooray! It's a Bear Market Andy Jervis explains why bear markets are not only normal, they're welcome, and why investors are their own worst enemy when it comes to obtaining great results from your portfolio. /episode/index/show/chestertonhouse/id/28477214

Investment Update October 2022 from Chesterton House and Woodgate Financial Planning 10/24/2022

Investment Update October 2022 from Chesterton House and Woodgate Financial Planning Andy 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. /episode/index/show/chestertonhouse/id/24779049

Jordan's London Marathon Challenge 2022 08/26/2022

Jordan's London Marathon Challenge 2022 This year has been a busy one for Jordan Wong. Not only has he achieved Chartered status after years of study, he's planning to get married in November and preparations are well under way. As if that wasn't enough, Jordan has also been accepted to run the London Marathon in October, something he has never done before. Our Chairman, Andy Jervis, caught up with Jordan to find out more about how he's juggling these impressive goals, and why running the Marathon is so important to him. If you'd like to support Jordan with his fundraising efforts you can find his Just Giving page at . /episode/index/show/chestertonhouse/id/24174132

November Investment Update 2021 11/18/2021

November Investment Update 2021 /episode/index/show/chestertonhouse/id/21206072

August 2021 Investment Update 08/12/2021

August 2021 Investment Update /episode/index/show/chestertonhouse/id/20117360

Here’s How Our New Legal Partner Will Be Helping Our Clients Thrive 07/08/2021

Here’s How Our New Legal Partner Will Be Helping Our Clients Thrive /episode/index/show/chestertonhouse/id/19745300

Inga's Journey To Chartered Accountant 07/07/2021

Inga's Journey To Chartered Accountant /episode/index/show/chestertonhouse/id/19731554

May 2021 Investment Update 05/19/2021

May 2021 Investment Update /episode/index/show/chestertonhouse/id/19160228

Andy & Elaine Discuss Unique Art & Music 03/09/2021

Andy & Elaine Discuss Unique Art & Music /episode/index/show/chestertonhouse/id/18249506

Loughborough Budget Breakfast with Jane Hunt MP 03/05/2021

Loughborough Budget Breakfast with Jane Hunt MP We were pleased to be invited to speak at a Budget Breakfast meeting hosted by Jane Hunt, MP for Loughborough. Andy Jervis gave a summary of the Budget changes and the impact on future investments. /episode/index/show/chestertonhouse/id/18203942

The History of Chesterton House 03/01/2021

The History of Chesterton House /episode/index/show/chestertonhouse/id/18135845

February 2021 Investment Update 02/17/2021

February 2021 Investment Update Chesterton House Chairman Andy Jervis met with Richard Urwin, Managing Director and Head of our Investment Committee, on 9th February 2021 to have a look at how our clients' portfolios have been performing over the last year and what we can expect in the future. /episode/index/show/chestertonhouse/id/17990039

Our performance in 2020 01/21/2021

Our performance in 2020 It can easily be said that 2020 was quite a challenging year of change for everyone. Take a look at this highlight reel of our manager's comments. /episode/index/show/chestertonhouse/id/17633099

Inspiration From Jean Martyn 01/21/2021

Inspiration From Jean Martyn Last week we got together for our annual Team Day, as a chance to catch up with our colleagues, reflect on 2020 and look forward to the coming year. As part of the day, we invited an inspiring speaker for a special performance. She was so good we felt we shouldn't keep her to ourselves, so pour yourself a drink, put your feet up, and enjoy her story and musical talents! /episode/index/show/chestertonhouse/id/17633036

A Framework For Financial Freedom 11/05/2020

A Framework For Financial Freedom Andy Jervis, our Chairman and an experienced Certified Financial Planner, delivered a webinar on "A Framework for Financial Freedom". Andy described some of the people who have influenced his financial planning career, with particular reference to the work of George Kinder and his renowned book, "The Seven Stages of Money Maturity". /episode/index/show/chestertonhouse/id/16693685

What Is This Financial Planning Thing About Anyway? 11/05/2020

What Is This Financial Planning Thing About Anyway? As part of our contribution to Financial Planning Week 2020, Jenny asked Dave Jones, a Chartered Financial Planner and Head of Financial Planning at Chesterton House, to explain the process involved in creating and implementing a Plan, what people can expect when they engage a Planner to act for them, and what difference having a Plan can make to your money and your life. /episode/index/show/chestertonhouse/id/16693643

Tools of Transformation 09/01/2020

Tools of Transformation The lockdown has affected people in many different ways, and for some people has been a time of profound change. How do you recognise the impact of these different circumstances on your own situation, and how do you make the transition to a new and better place? /episode/index/show/chestertonhouse/id/15835076

Building A Career As a Property Lawyer 08/25/2020

Building A Career As a Property Lawyer Suzanne Riozzi recently graduated as a Chartered Legal Executive after 10 years of work and study. Andy Jervis caught up with her to talk about her career in the legal world, her journey to Chartered, and her role at Woolley, Beardsley's & Bosworth. /episode/index/show/chestertonhouse/id/15746177

Using Technology To Create Exceptional Customer Service 08/25/2020

Using Technology To Create Exceptional Customer Service Our Chairman, Andy Jervis, interviewed Sapna Shapero from our IT Team about her work in developing systems to make our businesses more efficient and deliver an even better customer experience. Sapna explains her financial services background, the achievements of her Team, and things they're planning for the future, as well as how our whole organisation has been affected by the Covid-19 situation. /episode/index/show/chestertonhouse/id/15746042

The Story Of Nosh Books 08/25/2020

The Story Of Nosh Books In the latest in a series of video interviews with our clients and staff, our Chairman, Andy Jervis, speaks with Joy and Ron May, the creators of , about growing their family business. What started as easy recipes to help their son transition into university has turned into a series of very successful cookbooks. Joy and Ron have sold over 500,000 copies of Nosh books, and they explain how it all began, what makes a successful business, and how to work with Amazon to get your product launched, as well as news about their latest book, Nosh Vegan. /episode/index/show/chestertonhouse/id/15745970

Building a Lifestyle Business in Retirement 08/25/2020

Building a Lifestyle Business in Retirement Richard Sykes came to Chesterton House to work out whether he could afford to retire and having made the change has gone on to create a successful lifestyle business, Our Chairman, Andy Jervis, caught up with Richard and asked him about his experiences working with our Financial Planning, Accounting and Legal Teams, what encouraged him to start his business, and lessons he has learned along the way. /episode/index/show/chestertonhouse/id/15745931

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