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INVESTMENT ADVISERS - MORTGAGE BROKERS - INSURANCE CONSULTANTS |
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What We Do
Financial Planning We offer a fully comprehensive range of financial solutions to individual and corporate clients including: Protection This includes family and mortgage protection, critical illness cover and income protection. We offer comprehensive solutions sourced from the whole of the market by protection specialists. Mortgages and General Insurance As whole of market mortgage brokers we are to provide the most appropriate mortgage or remortgage solution to cater for your requirements. You may have to pay an early repayment charge to your existing lender if you remortgage. Savings and Investments Personal advice tailored for regular savings and lump sums to achieve your future plans such as school fees, rainy day funds and holiday homes etc. Corporate Solutions Impartial advice for all areas of your business to include business protection, employee benefits, pensions, keyman insurance and succession planning. Retirement Planning Funding for your “longest holiday” − our pensions specialists offer bespoke solutions ‘at retirement’ to meet your objectives now and in the future. Getting the Tax Right All year round tax planning to include strategies with the aim of mitigating Inheritance Tax. A good time to start may be now. Note: There will be a fee for mortgage advice. The precise amount will depend upon your circumtances, but we estimate that this will be: For standard mortgage products £199 or For non-standard mortgage products £299 You have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £500. Your home may be repossessed if you do not keep up repayments on your mortgage. |
| © Charterhouse Portfolio Management Limited 2008 : All Rights Reserved : Web Design by hexagon:blue |
| Charterhouse Portfolio Management Limited is authorised and regulated by the Financial Services Authority. FSA No. 300320.
Registered in England and Wales No. 4248088 | Registered Office: Crockers Ash House, Crockers Ash, Herefordshire HR9 6DS The Financial Services Authority does not regulate taxation and trust advice. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK |