Relax, let’s plan a future you can look forward to

Advice, Pensions, Investments, Protection

Building better financial futures

With our dedicated and highly qualified internal support team, we are able to provide a more personal touch. This in turn enables us to deliver a more meaningful relationship covering a variety of needs for our clients, rather than simple asset gathering and management.

Richard Dunbabin
CEO
savings
£61,897
is average UK pension pot (FCA)
home
£26,000
is amount couple need annually to live comfortably (FCA)
manage_accounts
1 in 10
Only 1 in 10 adults has received financial advice (FCA)
self_improvement
£41,706
Those who take advice on average are better off in retirement (International longevity study)

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Why us?

At Chester Rose we believe in building better financial futures for our clients in order that they can live the life that they truly want. Not only that but when you entrust us with your future you have the whole firm working for you to turn your plan into reality.

Every client is important, every plan is important because every plan is someone’s future and we never forget that.

INTEGRITY

GREAT EXPERIENCE

QUALIFIED SUPPORT

Your journey with us starts without cost or commitment. Spend time speaking to our professional team before you choose to proceed. Let us convince you that we're the right people to work with when planning your future. 

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What our clients say

"I can say that I feel supported and encouraged in the (for me at least) tricky business of looking after money. The advice you have given seems sensible and I never feel pushed into any decision. I feel as though my decisions will be supported, however idiosyncratic. I value the fact that I am kept in mind – I feel that you are near at hand if I need you and you always answer queries quickly and thoughtfully."

Mrs M London

"You provide thorough reviews of my finances, sound advice, which is well explained. Together with a professional approach, sound judgement, responsiveness to queries."

Mr K, Oxon

“You genuinely concentrated on what was important as a goal for us, rather than looking at the financial solutions you have in your cupboard. You raised clearly that a life plan of what we want to achieve, both financially and non-financially, allows good financial planning to be possible, and you concentrated your efforts on that first."

D.G. Hants

“I have known Suzanne for many years after she was initially recommended to me by a friend. I have found the service she provides to be excellent, in that not only does she give sound, bespoke financial advice, but she is also very personable and approachable. She is in contact on a regular basis and our review meetings are timely, well prepared and well organised. I would recommend Suzanne to anyone who is looking for a financial adviser who is both professional and caring."

Bernadette Edney