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.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.