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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

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could 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

  • Truro Office
    Cornwall
    TR1
    United Kingdom
Jessica Chantler's location

Jessica is located in Truro and offers expert financial advice covering all of Cornwall.

Jessica Chantler's location

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.