Charter Financial Planning

Independent Financial Adviser Charter Partnership, Unit 3, Ferry Road Office Park, Ferry Road, Lancashire, Preston, PR2 2YH
FCA verified
13th August 2018
It's all about YOU - we take the time to understand your objectives, desires, and feelings about money.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
adviser-person
Tim Stubbins DipPFS CFP Chartered MCSI
Where to find us
About us

Originally formed in 1981, Charter Financial Planning is a leading firm of Independent Financial Advisers serving clients in Preston and the North West.

Our clients place their trust in us and we understand the responsibility that this brings. We aim to repay this trust with sound judgment, expert advice and the highest quality of service we can achieve. Our firm belief is that, by building long term relationships with our clients, we can help them achieve their financial objectives and secure their financial futures.

The proof of the pudding, as they say in these parts, is in the eating. Many of our clients have been with us for more than 20 years. Our new clients are almost exclusively referred to us by clients or professional advisers.

We understand that choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope we can earn the right to work with you in the future.

Our services

By engaging with our Lifetime Income Planning Service, you can expect to receive the following:

• Honest and proactive advice
• Access to our expertise in all areas of your financial life
• Back up from long serving staff members
• Telephone calls and Emails returned promptly
• Practical solutions that work for you
• Ongoing care and advice
• Clarity and transapency
• A focus on results

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Charter Financial Planning is an appointed representative of Charter Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority.

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