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In this issue, we’re sharing our latest blogs, covering everything from what world events might mean for your investments, to thinking differently about how you run your personal finances, along with a client story, a travel opportunity that gives back, and a local community project we were proud to support.


We hope you enjoy this month’s articles. And as always, if you have a story, a project, a trip, or a goal you’re working towards, we love hearing about these and sharing them (with your permission) with other clients. If you’d like to be featured in a future newsletter, please get in touch with Jenny by replying to this email or speak with your Planner at your next meeting.


Finally, we've made a change to parking at our premises, which may affect you on your next visit. Please read our post to find out more.

Our Latest Blogs

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?

Read our post here

Meeting Mary Baird, Author of Daisy’s Doings

When we talk about planning, we often talk about goals and the life people want to build. Sometimes those goals are financial, and sometimes they’re something quite different. We recently spoke to our client Mary Baird about the publication of her children’s book, Daisy’s Doings, and the story behind how it came to life.

Watch the video here

You Wouldn’t Run Your Business Like This – So Why Run Your Finances This Way?

You’ve built something impressive. Whether it’s a successful business, a senior career, or a professional practice, you didn’t get here by accident. You’ve been strategic, disciplined, and focused. You’ve sought expert advice when needed. You’ve planned, reviewed, and adapted.


So here’s a question: why doesn’t your personal wealth get the same treatment?

Read our post here

Travel Well, Give Back: The Riviera Travel Affinity Scheme

At Chesterton House, one of our key missions is helping people enjoy a great life, and for many, travel is a big part of that. Whether it’s exploring new cultures, relaxing in beautiful surroundings, or ticking items off a long-held bucket list, the right holiday can be genuinely life-enhancing.


Now, there’s a simple way to combine a wonderful holiday with giving back to your local community—at no extra cost to you.

Find out more here

Supporting Local Change: The Social Venture Pitch Event

On Thursday 12th March, we had the pleasure of sponsoring a local pitch event where four social ventures presented their ideas and competed for £600 in seed funding to help them continue their important work in the community.


It was an inspiring evening, and we’re proud to have supported an event that’s helping small, local initiatives grow and make a real difference. You can read more about the event and the fantastic organisations involved in our latest blog post below.

Read about the event here

Some of our recent grant recipients...

🗣️ Charnwood Citizens Advice

🌳 Buxton Civic Association

📱 Positive Social

👐🏻 Bodie Hodges Foundation

Did you know you can set up recurring donations?

Supporting the Chesterton House Foundation has never been easier. You can set up recurring donations to help us continue making a difference in our local community, either directly via bank transfer or through our PayPal account.


Regular contributions, no matter the size, allow the Foundation to plan ahead and provide consistent support to the causes and initiatives that matter most.

Find out more here

If you have an idea or event you'd like to run to raise money for the Chesterton House Foundation, it's easy to do using JustGiving. For more information or any support or guidance please get in touch with Jenny, who is happy to help. You can reply to this email or call on 01509 610472.


In Case You Missed It...

I've Just Sold My Business - What Should I Do With The Money?

DIY vs Professional Advice: 6 Reasons to Choose the Expert

The Difference Between Goals-Based and Values-Based Financial Planning

What Great Financial Planning Feels Like - And How To Know If You're Getting It

We hope you enjoyed reading this newsletter. You can read all of our blog posts on our website at any time - just click to have a browse.

The Chesterton House Team

Empowering local grassroots charities and organisations to create meaningful change in our community.

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