Let's build a financial future you feel excited about

Money isn't just about numbers – it's the foundation for everything you want in life. Whether you're dreaming of more time with family, pursuing your passions through craft and community, or planning meaningful adventures, financial uncertainty can hold you back. We help you see the direct connection between money and the life you actually want to live, whilst also making smart decisions to minimise tax, maximise wealth and protect family assets.

Your Vision, Our Strategy, Total Control

We work with you to build a personalised financial strategy that removes the confusion and puts you firmly in control. You'll understand exactly where your money goes, what it's building towards, and how it supports your unique priorities— not someone else's definition of financial success.


Our goal is simple: to help you achieve financial freedom while enabling you to achieve all that is truly important to you, including personal growth, wellness, family, purpose and also the adventures that matter. When you align your money with your values, you don't just build wealth—you build a life with intention and zero regrets.

Why we exist

Connecting life to money.

We help clients reduce financial uncertainty and feel more in control of the future they want to build.

Connect

Life decisions and financial decisions brough together.

Reduce uncertainty

A clearer view of what is possible, practical and sustainable.

Control your future

More confidence to make choices without unnecessary worry.

Why we exist

Clarity. Understanding. Confidence.

Our work is built around human connection: understanding the person, the family, the ambitions and the concerns before shaping the financial plan.

Clarity

Where you are now and what needs attention.

Understanding

The choices available and what they mean in real life.

Confidence

A plan you understand and can move forward with.

Lifeplanning

Protecting Family Assets

Investment Strategy

Lifetime Cashflow Management

Tax Management

Appropriate Products

WHAT WE DO

Putting the financial pieces together.

Every issue connects.

Each piece matters on its own, but real value comes from seeing how they fit together around the client's life.

Active Sounding Board

Lifeplanning

Lifetime Cashflow Management

Protecting Family Assets

Tax Management

Investment Strategy

Appropriate Products

Active Sounding Board

HOW WE FIX FINANCIAL ISSUES

A joined-up plan, not isolated advice.

Financial decisions become clearer when they are connected to the life they are designed to support.

THE RESULT

Life. Money. Aligned.

Less uncertainty. More control. A clearer path forward — with financial planning shaped around what matters most.

Clarity

Understanding

Confidence

Your Financial Focus™

You will benefit from our unique four-step process to gaining confidence and clarity around how your life connects with your finance.

Testimonials 

Jon brings clarity where there is complexity, calm where there is noise, and structure where others offer opinion. What sets Jon apart is not just technical expertise, although that is strong. It is his judgement. He takes the time to properly understand context, risk, and long term objectives before offering advice. He does not push products. He asks the right questions, challenges assumptions, and acts with genuine integrity. Through Chester Rose and First Chapter, Jon works with business owners, leaders, and families who want financial decisions that are joined up, well governed, and aligned to the bigger picture. That includes protection, planning, investment, and legacy, not in isolation, but as part of a coherent whole. I trust Jon implicitly. I recommend him without reservation. If you value clear thinking, sound judgement, and advice that genuinely serves your long-term interests.

-Paul Wallis-

We are grateful for the personal service provided by Jon and his team in presenting a clear vision of our lifetime financial security and for their structured investment advice.

-Rachael & Kevin Osborne-

We have been clients of Jon and Jane Creasey and all their team for many years. They are always professional, available to answer our queries swiftly, but most of all they have become our ‘phone a friend’ for all things financial. They have given us the confidence to make sound financial decisions, helping and supporting us on a journey to becoming more financially secure.

-Mark Bowen-

Richard and have had the pleasure of working closely with Jon and his team for almost 20 years. The relationship we have built goes far beyond a professional one; it genuinely feels as though we have gained an extended family. 

Jon and his team have always been open and transparent, clearly explaining all aspects of our investments and tax planning. They take the time to ensure everything is easy to understand, patiently answering questions and providing clear, practical examples so we fully appreciate the impact of each decision. 

The advice and support we have received over the years has been exceptional. Jon has guided us through both business and personal financial matters, helping us build pension funds and investments with confidence. As a result, we are reassured that we will be able to enjoy a comfortable retirement without compromising our lifestyle financially.

-Maureen Jones-

We first met with Jon and his team 8 years ago and naively wanted to know if our pension provision was sufficient to retire early. They have supported us ever since and ensured that we fully understand our financial commitments, taking into account our attitude to risk and investments. The advice given is always very considered and has helped us achieve our goals of retiring early and providing financial security for our family.

It’s great to know that such a professional team are looking after our financial best interest. We feel very supported as we navigate this chapter of our lives.

Our thanks to you all.

-Alison Evans-

Jon, Jane and the team at Chester Rose have looked after my family affairs for over 20 years. This includes Insurance, Investments, Pensions, Wills, Mortgages and general financial advice. We have a huge amount of trust and respect for the way these guys go about their business and have recommended them to many friends and family.

-Matthew Lunn-

We have had the pleasure of working with Jon Creasy and the team at Chester Rose Hampshire for our personal and corporate financial planning, and I can confidently say the experience has been exceptional. They advise both Shilpa and me, as well as our company, on pension contributions, investment strategies, and long-term tax planning. What truly sets them apart is not just their technical expertise, but the way they communicate. Financial matters can often feel complex and overwhelming, yet Jon and his team consistently explain everything clearly in straightforward, layman’s terms. That clarity gives us confidence in every decision we make. Their responsiveness is outstanding — queries are handled promptly and professionally — and every member of the team we’ve interacted with reflects the same high standards of integrity, courtesy, and attention to detail.

Most importantly, we feel genuinely looked after. Their approach is educational rather than transactional, empowering us to understand the “why” behind each recommendation. That builds long-term trust, which is invaluable when it comes to pensions and investment planning. We would highly recommend Jon and Chester Rose Hampshire to anyone seeking professional, reliable, and client-focused independent financial advice.

-Dr. Manish Chitnis-

Jon and his team have always been exceptionally attentive, understanding and clear in their responses to our particular needs.

Having had a lengthy relationship has really helped the team to get to know our needs personally.

We have loved working with them for around 20 years now.

-Sean & Zoe Daniel-

I have known Jon Creasey exceptionally well for many years, both personally and professionally.

Jon has advised me across a wide range of financial matters, and I can say without hesitation that he is one of the most thoughtful, disciplined, and trustworthy professionals I work with. He brings clarity where there is complexity, calm where there is noise, and structure where others offer opinion.

What sets Jon apart is not just technical expertise, although that is strong. It is his judgement. He takes the time to properly understand context, risk, and long term objectives before offering advice. He does not push products. He asks the right questions, challenges assumptions, and acts with genuine integrity.

Through Chester Rose and First Chapter, Jon works with business owners, leaders, and families who want financial decisions that are joined up, well governed, and aligned to the bigger picture. That includes protection, planning, investment, and legacy, not in isolation, but as part of a coherent whole.

I trust Jon implicitly. I recommend him without reservation. If you value clear thinking, sound judgement, and advice that genuinely serves your long-term interests, he is someone you should speak to.

-Paul Wallis-

FAQs

In our bespoke model - we don't generalise. We are a tailor-made financial advice company who go beyond expectations and deliver clarity, understanding and confidence in your financial future. Although our answers are different, some of the questions are similar....

  • How much money do I need to retire?

    Almost all advisors will answer this as 'it depends...'. We are different - we carefully model your cashflow from day one with us. As we get to know each other this question will disappear because you will see how much your current and future life will cost and how to manage your assets today to take control of how your retirement will look to suit your needs.

  • Do you sell financial products?

    We always start this discussion with 'you' at the centre. We will get to know what products match your exact needs and present these, along with our years of expertise which is priceless. Whether you 'buy' products or decide to shop around then we will help you with your journey in a professional and friendly way. Check out our testimonials below - this isn't a buy/sell relationship and, almost to our detriment, we only position trusted providers to secure your future when absolutely necessary. You will never, ever be pushed or rushed into any agreement that isn't right for you.

  • Is my money safe?

    We are regulated by the Financial Conduct Authority and go well beyond the standards set by them to ensure you are fully informed of how and where your investments are placed. We perform annual appraisals of performance and your attitude to risk and ensure you are confident that your savings, pensions, investments, funds and trusts are all performing exactly as they should.