Welcome to your May update from Chesterton House
In a world that seems more uncertain by the day, staying calm and focused isn’t always easy — especially when it comes to your finances. But as we often say, it’s during the most turbulent times that discipline matters most.
This month’s newsletter is all about making confident, thoughtful decisions — from investing with a steady hand, to planning for the unexpected, and even knowing what to do with a windfall. You’ll also find some important reminders around Wills, LPAs, and protecting yourself from scams, as well as news from our team and community.
Whether you’re here for insights, inspiration, or just a quick catch-up, we hope there’s something useful for you below.
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.
|
|
|
|
Why Discipline Matters in Uncertain Times
|
It’s no secret that the world has felt increasingly unpredictable in recent years. From political shifts to global economic challenges, the period since Donald Trump’s election has been marked by ongoing uncertainty. And if there’s one thing the markets really
don’t like, it’s uncertainty.
At Chesterton House, our experience shows that staying disciplined during turbulent times is one of the most important factors for long-term investment success. It can be tempting to make quick decisions when markets wobble – to try to time exits and re-entries, or chase “safe” havens. But history shows that knee-jerk reactions often do more harm than good.
In this short video, David Butler (Co-Chief Executive Officer) and David Booth (Founder and Chairman) of Dimensional Fund Advisers explain how financial advisers can play a crucial role in helping clients stay on track when times get tough. Their message is clear: a good adviser isn’t just there to help you build a plan – they’re there to help you stick to it.
|
Watch the video here
|
|
|
Too Young to Make a Will? Think Again.
|
When Liam Payne passed away suddenly at just 31, it shocked fans around the world. A young dad, hugely successful music career with the band One Direction, and seemingly everything ahead of him. But as we recently learned in press reports, Liam died without a
Will.
No matter our age or how much we think we have (or don’t have): Without a Will, the people you leave behind are left to pick up the pieces, often with added stress and uncertainty.
|
Read our blog post here
|
|
|
If You Couldn't Make Decisions for Yourself, Who Would?
|
Imagine this scenario: You’re at home with your family when you receive a call you never expected — a loved one has suffered a stroke. In an instant, everything changes, and you’re faced with the overwhelming responsibility of
managing their financial and healthcare decisions. But there’s a problem: your loved one never set up a Lasting Power of Attorney (LPA).
|
Read our blog post here
|
|
|
|
5 Reasons Why Financial Planning is Crucial When You Receive an Inheritance
|
Losing a loved one is an emotional and challenging time, and if you receive an inheritance, it can bring both financial opportunities and complexities. While it may be tempting to make quick decisions or spend impulsively, taking a
step back and engaging in financial planning can help you make the most of your inheritance in a way that benefits you long-term.
Here are five key reasons why financial planning is essential when you receive an inheritance.
|
Read our blog post here
|
|
|
A Day of Learning from Elite Financial Planners
|
The CISI’s Accredited Financial Planning Firms Annual Conference is a gathering of members of firms that have achieved the coveted AFPF designation by demonstrating a proven financial planning process, a high level of qualifications among its advisers, and a commitment to client-centred service. It’s always an enjoyable and stimulating event, and having just returned from this year’s Conference I can tell you that it was well up to the usual standard.
|
Read Andy's Post here
|
|
|
Protect Yourself from Pension Scams
|
Financial frauds of all kinds have become an increasingly common problem, and pension frauds are often among the worst examples because that’s where the bulk of most people’s wealth is held.
In this post we share some warning signs of pension scams and how to take action.
|
Read our blog post here
|
|
|
Empowering Women Through Financial Planning
|
This International Women’s Day, 8th March 2025, we celebrated the achievements of women everywhere and recognise the importance of financial empowerment.
Women today are managing businesses, leading in their careers, raising families, and planning for their futures. Yet, financial planning often takes a backseat in the midst of these responsibilities. It’s time to change that.
|
Read our blog post here
|
|
|
|
|
Interested in a Round of Golf? Let Us Know
We’re not planning a full Golf Day this year, but we’re exploring the idea of hosting a few relaxed one-to-one rounds instead.
If you’ve got someone in mind you’d like to introduce to us over a friendly game, let us know – we’re gauging interest in putting together a few four balls. Click the button below to register your interest and we'll be in touch.
|
Click here to register your interest
|
|
|
|
|
Supporting North Notts Hockey Club
|
When North Notts Hockey Club lost their home pitch, it wasn’t just the loss of a playing field - it was the loss of a vital community hub. For many, that pitch was more than a place to play; it was a space to come together, get active, and share in the excitement of local sports. That’s why The Chesterton House Foundation is thrilled to support North Notts Hockey Club’s comeback story with a £1,000 grant towards their ambitious rebuild.
|
Read about the Hockey Club Here
|
|
|
New Year, New Adventures—Make Your Holiday Count
|
Thinking about your next holiday? Why not make it even more rewarding this year?
With Riviera Travel’s Affinity Scheme, 10% of your holiday cost will be donated to the Chesterton House Foundation—at no extra cost to you!
Start planning your next adventure and help us support valuable causes at the same time.
Find out how it works in Andy’s latest blog post.
|
Learn more about the scheme and how to book your next adventure 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...
|
|
|
|
|
|
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 & Woodgate Team
|
|
|
|
|