Chartered Financial Management (UK) Ltd
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Chartered Financial Management (UK) Ltd is a Somerset based firm of Independent Financial Advisers. We seek to provide the highest quality independent financial advice to our clients.
Our core business aim is to provide our clients with valued financial ‘advice for life’.
There are four principles at the centre of our business philosophy. These principles drive how we position ourselves within our industry, which in turn, help us to positively ‘stand out’ in the financial management service sector.
The four principles apply to all those we work with, including: clients, staff, business partners and regulators:
* To act with the greatest integrity in all our dealings
* To communicate in an open, clear and straightforward way
* To embrace technology in support of an efficient business
* To promote professionalism within our business and the Financial Services Industry
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