About Chester Rose Financial Planning Limited

Chester Rose Financial Planning specialises in lifetime financial planning, investments, pensions, long term care advice and protection.
In order to help you understand perhaps a little better I’ll tell you a very brief story. I know an 84-year-old lady who was brought up during the war in a time of rationing and who has been conditioned not to borrow and instead to save everything for her future. She was married but sadly her husband died of cancer at just 63 before they had TIME to start spending their money. As a result, she now has too much money and won’t spend a penny.So you see, they worked very hard and never had TIME to enjoy their wealth together. This is because they saved too much and he died too soon. A proper financial planner would have taught them that there has to be balance – enjoy some of your earnings now while you have TIME and invest some for your future in case you are blessed with longevity…but they never got this advice. This is the story of my mum and dad, which is why I do what I do, and this is the ethos for the entire team. If you’re interested in finding out more about pensions or investments, I’m Tim(E) by the way.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

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