About Us
How it all started
Chester Rose Hampshire was established to work with successful busy individuals in order to help them determine their lifetime goals and then create a framework around these that gives them the best opportunity of achieving their objectives.
The business has evolved so that it now offers a comprehensive suite of solutions that address a number of the common problems that are experienced by high net worth individuals and small to medium business owners, as outlined within Your Financial Focus™ and Your Corporate Financial Focus™
We believe that life planning is crucial in helping to turn dreams and ambitions into reality, with financial confidence and understanding playing an important part in achieving this.
Our Philosophy
Over the years, we have developed and ‘fine-tuned’ a life planning model that follows a step-by-step process to determine your aspirations and objectives. This model enables you to fully engage, recognise and address what is truly important in life.
We passionately believe that the most suitable advice can only be given when time and effort has been invested in getting to know you, what you are trying to achieve, the purpose of your objectives and, most importantly, your values.
Once we understand your aspirations, we work with you to create a plan that fulfils your objectives. Our approach starts with your objectives rather than financial products. Only once we understand what matters to you do we consider the strategies and solutions that may be appropriate.
We pride ourselves on fully understanding your objectives before any recommendations, giving you trust in us, confidence in your options and once you understand them fully, you are then able to make decisions with confidence.
What to expect
Our business and all we do is structured around these three words and helping you have…
Clarity
- Where are you now?
- Where do you want to go?
- How do you want your landscape to look on your journey?
Understanding
- How can you achieve your financial objectives?
- What changes need to happen, if any.
Confidence
- A robust and structured plan that is reviewed regularly.
Your client journey
Your needs are fully explored before we look at solutions. Any advice we give is never generic and always bespoke and appropriate to your particular circumstances.
Your financial journey will be explained using our simple six-step model - so we maintain a familiar and simple pattern of speech and ensure you understand our service offering and fees at all times, while securing the benefits to you and your family of the decisions you are making.
Our goal is that you have total clarity and therefore a full understanding of what is happening at every stage, so that you have confidence in your choices and our service.
Our six-step process
Introductory Meeting
- Learn about you & your family
- Understand your life goals and aspirations
- Understand your financial circumstances
- Introduction to us and the ‘way we do things’
- Outline our fee structure
- Engagement
Establishment & Discovery
- Confirm your goals and objectives
- Agree areas for review
- Confirm fee structure and service
- Gather Information; write to existing providers for latest statements
Analysis & Reporting
- Assess your objectives
- Review your existing plans
- Undertake market research as required
- Devise investment strategy (if applicable)
- Select product solution
- Compile a report for you
- Provide you with our advice and recommendations
Implementation
- Complete documentation
- Apply to product provider
- Process application
- Issue arrangement documentation
Ongoing Investment Management Services
- Provide you with on-going investment management advice
- Issue you with quarterly performance reviews/valuations
- Review risk profile/attitude to risk
- Rebalancing/fund switching
- Review and agree strategic & tactical asset allocation models
Ongoing Client Planning Services
- Your goals and objectives
- Your current situation
- Your financial arrangements
- Your financial planning needs
Our People
Jonathan Creasey
Jane Creasey
Karen Wood
Chris Butcher
Diana Hayes
Garvan Rice
Jack Wright
Nicole Creasey
Niki Toth
Isaac Khan
Hannah Creasey
Holly Allen
