Chartered Independent Financial Planner.
Charterhouse Portfolio Management Limited are an established firm of independent financial advisers (IFA’s) dealing with all aspects of personal and corporate financial matters.
Today’s financial world is more complex than ever before. Charterhouse benefits from being completely independent of any ties to investment houses, life companies, building societies or banks. This enables us to provide a service free from bias or company preference.
We feel that most individuals’ circumstances dictate that a dialogue or discussion is invariably important, as your requirements will normally require tailoring to your specific needs – individual financial needs rarely fit with ‘off-the-peg’ advice.
An initial consultation is at our expense and with no obligation, to determine if we can help and how we can work together. Just contact us by telephone or email to arrange a meeting.
Our advice process is based on obtaining an understanding of your circumstances, objectives, aspirations, ethical considerations, and then developing a financial plan to meet these objectives.
On the 10th April 2016 The Sunday Times in conjunction with Vouched For, published a list of the UK’s top 250 IFA’s within which we were pleased to have been included.
A typical new client should have at least £500,000 of wealth or pension assets to review, excluding property.