1st Chartered Financial Planning Limited

Independent Financial Adviser  Charter House, Euxton, Lancashire, PR7 6JH
First meeting at adviser's own cost
We provide bespoke financial planning to help you live the lifestyle that you want to live. We simplify the complexities of the financial world into plain English, so you can focus on yourself and the achievement of your goals.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group income protection
check
Group private medical insurance
Response rating
10/10
check
FCA authorised
Last authorised 30th March 2020
Meet our advisers
Elliot Unsworth
Client Relationship Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Accreditations
Chartered Financial Planner
Sylvia Bentham
Managing Director

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

Accreditations
Certified Financial Planner Chartered Financial Planner ISO 22222- Personal Financial Planning
About us

1st Chartered is an Accredited Financial Planning firm based in Euxton near Chorley, Lancashire. We’re on a mission to tell you the truth about money and what it can do for you.

With decades of combined experience within the financial services industry, our team holds some of the highest qualifications offered by the profession. We’ve helped dozens of clients implement full financial plans, setting them on track to reach their long term financial goals.

Our services

We know what it takes to be an expert guide on your financial journey. Whether you’re looking to retire early, grow your wealth or take those crucial steps towards making a life changing purchase, we look at the bigger picture and take care of your finances, so you can achieve your dreams and goals. Our lifestyle centered approach to financial planning is all about helping you get the return on life that you deserve.

Where to find us
Head office address: Charter House, 171a Wigan Road, Euxton, Chorley, Lancashire, PR7 6JH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 30th March 2020

Similar advisers near you

Independent Financial Adviser 0.48 mi
For your ever-changing financial needs
 
Independent Financial Adviser 1.2 mi
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
 
Independent Financial Adviser 2.15 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 2.33 mi
For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice