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Welcome to your July update from Chesterton House
With summer in full swing, we’ve been enjoying longer days, brighter skies, and the buzz of activity both in and out of the office. This month we’re sharing a few highlights - from a fantastic evening at our Summer Get Together, to helpful insights on pensions, financial advice, and understanding your approach to risk. Whether you’re taking a break or in full planning mode, we hope you find something useful and inspiring in this update.
If you’ve had a recent experience or achieved a goal you’d like to share, we’d love to hear from you! Your stories inspire us—and might just inspire others too. Email Jenny at jenny.jervis@chestertonhouse.co.uk or reply to this email.
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A Night to Remember at our Summer Get Together ☀️🎉
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We had such a great evening with everyone and we’re absolutely thrilled to let you know that we raised £1,150 for the Chesterton House Foundation!
That money will go directly towards funding small, local projects that make a real impact - from youth groups and community gardening to mental health workshops and activities for young people with cancer. We focus on helping grassroots organisations that often go under the radar but do incredible work.
Every quarter, our Trustees (a mix of team members and clients) meet to carefully review grant applications and decide where the funds will make the biggest difference. We fund specific projects so every penny you give goes straight to where it's most needed.
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| Read more about the Foundation here
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Should I Change My Pension Plans When Markets Are Unsettled?
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When headlines are full of stories about tariffs, elections, or global conflicts, it's natural to wonder what it all means for your pension. Political moves – like the reintroduction of tariffs by former President Trump in April 2025 – sent shockwaves through global stock markets. But does this mean you should be making changes to your retirement plan?
In short: probably not.
Here’s why a calm, long-term approach often wins the day.
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| Read our blog post here
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Why Choose Independent Advice Over Others?
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When it comes to planning your financial future, getting the right advice is essential. But with so many types of financial advisers out there – from bank advisers to restricted firms – how do you know who to trust?
One of the biggest decisions you’ll make is whether to go with an independent financial adviser (IFA) or a restricted one. So what’s the difference – and why does it matter?
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| Read our blog post here
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