Chesil Financial Planning Ltd

Chesil Financial Planning Ltd Making financial planning easy to understand and accessible to everyone I started working with St. James's Place in 2015.
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Before establishing Chesil Financial Planning I worked as a paraplanner whilst studying for my CII Diploma in Regulated Financial Planning. I was then appointed as a qualified advisor to Jacqui Norman & Financial Associates in 2018. Over the last 7 years I have worked hard to achieve the professional standards required to be able to advise clients. I recently continued my professional development

and received an Award in Long Term Care Planning. I provide broad based advice, helping clients with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including; Retirement, Savings & Investment, Estate Planning and Long Term Care. I am passionate about helping clients meet their financial goals. A key principle behind my business is to work closely with each client, building a relationship based on trust, over the longer term. I will regularly review your individual situation, this ensures that I am able to provide the advice that is needed, when it is needed, to help you achieve your financial aims.

Chris & all the team at CJ Mortgage Hub Ltd and Charlie, you are all absolute legends and it was our pleasure to be a sm...
05/09/2026

Chris & all the team at CJ Mortgage Hub Ltd and Charlie, you are all absolute legends and it was our pleasure to be a small part of your incredible journey!! Tonight was so much fun and all for such an amazing cause!! Well done to each & every one of you and….. Happy 3rd Birthday! 🥳 🎉🎊🎉🍻

01/09/2026
After an incredibly busy seven months supporting long-standing clients and welcoming many new ones, I could feel it was ...
17/08/2026

After an incredibly busy seven months supporting long-standing clients and welcoming many new ones, I could feel it was time to pause, step back, and properly reset.

So I packed up the van, grabbed the dogs, and headed off to Batcombe Vale Campsite, tucked away in the beautiful Somerset countryside. 🌿⛺🐾 There’s something about waking up to open fields and fresh air that instantly slows everything down in the best possible way.

A few days away from the usual pace has been exactly what I needed — space to breathe, switch off, and come back feeling genuinely refreshed, recharged, and ready for what’s next.

A big thank you to Natalie for keeping everything running smoothly while I’ve been away — I really appreciate it.

I’m back in the swing of things tomorrow with client meetings in the morning and a return to the office in the afternoon, feeling re-energised and excited for the months ahead and everything still to come.


Set up, with the dogs ready for the eclipse! 🌒 Hopefully I’ll catch a glimpse of the meteor shower later too ☄️
12/08/2026

Set up, with the dogs ready for the eclipse! 🌒 Hopefully I’ll catch a glimpse of the meteor shower later too ☄️

31/07/2026
Women are playing an increasingly important role in shaping the financial future, yet confidence and engagement can stil...
24/07/2026

Women are playing an increasingly important role in shaping the financial future, yet confidence and engagement can still vary.

Research from SJP’s Behavioural Science Report, in partnership with Ipsos, shows the right support and communication can make a real difference in how women approach investing and long‑term planning.

This article introduces a new series by SJP, exploring key financial topics, with the aim of helping women feel more informed and empowered.

Take a look here: https://partnership.sjp.co.uk/insights

Chesil Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 8/6/2026

Women are central to household finances, but longer term engagement can still vary.St. James’s Place’s latest research, ...
23/07/2026

Women are central to household finances, but longer term engagement can still vary.

St. James’s Place’s latest research, carried out by Opinium, shows many women lead on budgeting and day to day financial decisions, yet are less likely to feel confident about long term planning or investing.

Encouragingly, younger women are increasingly engaging with financial planning, highlighting a positive shift.

Explore the findings of SJP’s Financial Health Report 2026: Women and Wealth – https://partnership.sjp.co.uk/insights

Chesil Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 23/6/2026

An interesting read! 👀📰
23/07/2026

An interesting read! 👀📰

Leadership has changed, but the economic challenges remain. What lies ahead for Andy Burnham as he takes on the role of British prime minister?

Find out here: https://ow.ly/nQSK50ZrhJb

Everyone faces challenges at different points in life. Periods of vulnerability can be short or long term, and may arise...
22/07/2026

Everyone faces challenges at different points in life.

Periods of vulnerability can be short or long term, and may arise from a wide range of situations.

What matters is having access to the right support when it’s needed.

This article explores how planning ahead and asking for help can make difficult times feel more manageable: https://partnership.sjp.co.uk/insights

With most pensions set to fall within inheritance tax rules, many people are rethinking how and when to use their retire...
20/07/2026

With most pensions set to fall within inheritance tax rules, many people are rethinking how and when to use their retirement savings.

While annuities can provide guaranteed income and may support estate planning by
reducing pension wealth over time, they’re not without trade-offs.

Read on to explore why demand is growing, the key risks to consider, and how annuities
can fit within your broader retirement strategy.

🔗 https://partnership.sjp.co.uk/insights

Taxation rules can change at any time and are dependent on individual circumstances.

Chesil Financial Planning Ltd is an Appointed Representative of and represents
only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 02/07/2026.

Address

Lynch Lane Offices, Lynch Lane
Weymouth
DT49DN

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