Jessica Chantler
Chartered Financial Planner FPFS, Cert SMP in Truro
A little bit about Jessica
I am a highly qualified and accomplished Financial Adviser with over 18 years’ experience in the financial planning profession. Passionate about putting client needs at the heart of everything I do, I pride myself on honesty and integrity. I am one of the UK’s youngest Financial Advisers to hold both Chartered status and a Fellowship with the Personal Finance Society; their most prestigious level of professional achievement.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Advanced Diploma in Financial Planning
- The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Chartered Financial Planner
- 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 5 years of industry experience is also required before the status can be awarded.
Fellow of the Personal Finance Society
- Fellowship is regarded as the premier designation for those working in the financial planning profession. Together with Chartered status, it represents the pinnacle of PFS membership.
Certificate in Mortgage Advice and Equity Release
- The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.
Certificate in Advanced Mortgage Advice
- The Certificate in Advanced Mortgage Advice surpasses the FCA’s qualification requirements, allowing mortgage advisers to enhance their advisory skills and cater to clients with more complex needs and situations.
Certificate in Equity Release
- The Certificate in Equity Release is a specialised and highly regarded qualification within the financial services industry. Designed to equip professionals with the knowledge and skills needed to provide expert guidance on equity release products, this certification programme plays a pivotal role in ensuring that individuals can make informed decisions about releasing equity from their homes.
Certificate in Pension Transfer Advice
- Level 4 Certificate in Pension Transfer Advice develops the in-depth knowledge and practical skills by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms.
Award in Long Term Care Insurance
- Develops knowledge and understanding of long term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Testimonials
Melanie S.
Jess was amazingly helpful in sorting out my pensions. She streamlined the pension planning I already had and helped me come up with a solid plan of how to achieve my goal of retiring early. I felt conscious approaching a Financial Adviser as I thought they would judge my lack of knowledge and experience but Jess couldn’t have been more different. She took the time to learn what was important to me and clearly outline how she could help me achieve it. I felt respected and supported at every turn. Thanks again Jess for all your help.
Katy H.
Cannot recommend Jessica enough, felt completely at ease throughout my experience with her. She helped me secure a life insurance policy that completely suited our family’s needs. Jessica was very professional whilst maintaining a friendly and approachable manner. Thank you very much.
Keheren T.
I can’t recommend Jess enough! As someone that finds even the thought of financial planning stressful Jess put me at ease and explained everything clearly and calmly. I wouldn’t hesitate to use her services again in the future.
Location
Jessica Chantler's location
Jessica is located in Truro and offers expert financial advice covering all of Cornwall.
More about me
In my spare time, I am very musical, playing the piano and singing opera, and enjoy all the perks that living in Cornwall has to offer.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.