1st Chartered Financial Planning Limited
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Mortgages
- Equity release
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Investments
- Investment trusts
- ISAs
- OEICs
- Unit trusts
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Business
- Group pensions
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Pensions & retirement
- Stakeholder
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Tax & trust planning
- Taxation planning
1st Chartered are Accredited and Chartered Financial Planners, based in Euxton near Chorley, Lancashire on a mission to tell you the truth about money and how it affects you.
Our Director and Financial Planner Sylvia Bentham has over 23 years experience within the financial services industry, helping clients to implement full financial plans. Our approach to financial planning involves taking account of the bigger picture and explaining any complex issues in everyday language, not industry jargon.
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