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.
In this short video, I’ll share a bit about me, and my experience.
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.
Find out more about me below
Start the conversation
Whether you want help getting your pension in a good place, or to ask me about any other financial need you might have, I’m here to help.
Contact me today
More about me
Meet Jessica
An adviser’s insight
How can you boost your pension pot?
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
Here are three simple ways to make sure your pension is working its hardest for you.
1. Check up on it
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
2. Look at your investment allocation
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
3. Bump it up
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
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.
Press releases
Articles
I often comment on important issues related to financial planning in the media. Here is a selection of articles.
Students aren’t generally known for their propensity to save but can your student loan be used to plan for a financially secure future? ‘I’m getting married while at university. Can I use my student loan to live happily ever after?’
What to expect
In advising you, I follow a simple and trusted 3 step process:
1. Free intro call to understand your needs
We will arrange a time to talk about your goals and plans.
2. Personalised plan
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
3. On going check-ins, on your terms
I'll be there as your financial adviser to give you the support you need.
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.