Chartered Financial Management (UK) Ltd

Independent Financial Adviser Chartered Financial Management UK Ltd, 1-1a King Square, Somerset, Bridgwater, TA6 3DG
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
Our core business aim is to provide our clients with valued financial ‘advice for life’.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Jon Marshfield
Director
Accreditations
Chartered Financial Planner
adviser-person
Russell Butts
Director
adviser-person
Andy Strange
Independent Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
Ian Williams
Independent Financial Adviser
adviser-person
Rachel Henley
Independent Financial Adviser
Where to find us

Chartered Financial Management UK Ltd, 1-1a King Square, Somerset, Bridgwater, TA6 3DG

Contact us
About us

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’.

Our services

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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Chartered Financial Management (UK) Ltd is authorised and regulated by the Financial Conduct Authority. No. 457900

Registered Office at 1A King Square, Bridgwater, Somerset, TA6 3DG.

Registered in England – Reg No.5934754

Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.

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