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Chester Partnership
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Client Documents

The following documents are provided for your information.  They may prove useful in helping you to either decide on the appointment of a financial planning firm, or to prepare for a meeting with one of our Advisers.

Fact Find Documents

Initial ‘Fact Find’ Information – for Pensions & Investments

Protection Fact Find

Mortgage & Protection Fact Find

Investor Risk Profile – Initial Questionnaire

Consumer Guides

Guide To Our Services

About Our Ongoing Services

Guide to Investing

Retirement – A New Beginning

Auto Enrolment Explained

Guide to our Mortgage & Protection Services 

Borrowing To Purchasing Your New Home

Remortgaging Your Property

Borrowing To Invest In Rental Property

Our Investment Proposition

Client Charter & General Advice Principles

TCF – Treating Customers Fairly

TCF – Treating Customers Fairly – 6 Consumer Outcomes

Service Standards

Initial Disclosure Documents

General Insurance

Equity Release

Terms of Business (all areas of advice)

Terms of Business (mortgage & protection advice)

Terms of Business – London Office (mortgage & protection advice)

Terms of Business (pensions & investments only)

Terms of Business (pensions & investments – condensed version)

News Archives

News Categories

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  • Cookies

The site is intended for UK consumers only. The advice and/or guidance contained within this site is subject to the U.K. regulatory regime, and is therefore targeted at consumers based in the U.K.

‘The Chester Partnership Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority

Personal Planning

  • Protection
  • Savings & Investments
  • Retirement
  • Mortgages
  • Income Protection
  • Health Management
  • Medical Money Matters
  • Later Life Money Matters

About Us

  • What we do
  • Our Investment Beliefs
  • Attitude to Risk
  • Diversification
  • Fund Selection Process

© The Chester Partnership Ltd
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The Chester Partnership Limited. Registered Office: Oaklands Office Park, Hooton Road, Hooton, Cheshire, CH66 7NZ
Registered in England. Registration No: 03792973