Chartered Financial Management (UK) Ltd

Independent Financial Adviser  Chartered Financial Management UK Ltd, Bridgwater, Somerset, TA6 3DG
check
FCA authorised
Last authorised 19th October 2020
Our core business aim is to provide our clients with valued financial ‘advice for life’.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Meet our advisers
Rachel Henley
Independent Financial Adviser
Ian Williams
Independent Financial Adviser
Andy Strange
Independent Financial Adviser
Russell Butts
Director
Jon Marshfield
Director
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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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

Similar advisers near you

Independent Financial Adviser 0.16 mi
We take care in identifying the customers overall requirements and pride ourselves on building long term relationships.
 
Independent Financial Adviser 0.23 mi
Whilst financial analysis and management can be complex (it's the bit you pay us for), the communication should not be.
 
Restricted - whole of market 0.58 mi
Comprehensive range of financial planning services for employed , self employed and company Directors. Part of Quilter Financial Planning an Award Winning National Network of Financial Planners (1st in 2019 FT Advisers Top 100 Financial Advisers Awards) An initial no obligation meeting is always at our expense.
 
Independent Financial Adviser 0.77 mi
A fully Independent Company putting the clients interest first and building close relationships on an ongoing professional basis.