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INVESTMENT ADVISERS - MORTGAGE BROKERS - INSURANCE CONSULTANTS |
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Obtaining the Most Appropriate Advice
Charterhouse Portfolio Management Ltd is completely free of ties to any product provider and, therefore, works in the client’s best interest to find the most suitable financial plans / products to suit personal circumstances now and in the future. Being truly independent means we are not restricted in the advice we give and do not offer “off the peg” solutions. We offer products from the Whole of the Market and will advise and make recommendations to you once we have understood your needs. Before providing you with unbiased advice, we present you with a Key Facts Guide about our services and the Cost of our Services so you are able to understand the choices available to you of fee, commission or combination of both. This means you know where you stand if you want to go ahead. Everyone is clear on how we get paid for our experience, knowledge and skills. Useful Documents Please use the links below to download pdf versions of some of our forms. Key Facts about our services Key Facts about the cost of our services Client Agreement |
| © 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 |