Chartered Independent Ltd

Independent Financial Adviser 15 Ashtree Park,, Horsehay,, Telford,, Shropshire,, TF4 2LD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Award winning financial advice. We offer a straight forward service, Independent Financial Advice provided by a Chartered Financial Planner.
We can advise you on
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Gavin Roberts MBA FPFS
Chartered & Independent Financial Adviser
Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Barrie Roberts Dip PFS
Independent Financial Adviser
What our clients say
My portfolio is managed by Chartered Independent, this is reviewed every three months on the phone and face to face each year. We like the fact we never have to chase to book in appointments, very good.
James, Wrexham
Gavin is a well informed advisor, who obviously wants to keep up to date with financial issues so he can best inform his clients. We found him to be a very personable man, who had our best interests at heart. We liked the fact that he is chartered, so has spent some time studying for his profession. His knowledge was second to none and his advice was clearly explained.
Mags, Shropshire
My pension portfolio is managed by Chartered Independent, Gavin reviews this portfolio and makes the necessary changes. Happy with the service so far.
Jordan Matthews, Stoke-on-Trent
Gavin came to see us, explained things simply and left us to make our own decision. We called him back when we were ready to go ahead, he did not pressure us to go ahead. We did not use another adviser because we felt pressured.
Lynda Lawton, Staffordshire
I had a ISA and pension in drawdown that was not invested correctly and had very high charges. Gavin had a look at the plans at his own cost initially and had sorted these out so they match my risk profile and have a chance of paying sustainable income now. The charges are also fractionally lower. Really happy and would feel comfortable recommending him to others.
Terry, Telford
With early retirement looming I wanted assurance that my pension pot would be able to support my wife and I for our retirement. Gavin came to visit us for a preliminary (free) discussion. We were impressed by his knowledge and his easy to understand explanations of the options available. He was very easy to talk to and he certainly eased our worries about the future. There was no pressure to book further appointments. He left us to consider the options and think things over and contact him only if we wished for further advice and guidance. We would not hesitate to recommend him and will most likely use his services the future.
Barrie Le Maistre, Staffordshire
Gavin was brilliant, I had a few pensions that had not been reviewed for a long while, he explained how they worked and put a plan together to get these moving again. Nice guy and easy to talk to, I would definitely recommend him
Darren Jones, Shropshire
Really happy, I wanted someone to review my ISAs and shares as I had had no service or advice for years. Gavin sorted out my portfolio, lowered the charges and now reviews these regularly.
Joanne, Shropshire
I needed help with my pension, to access my tax free cash. My pension company (Aviva) would not help and told me to find an IFA. I found Gavin on the internet as he was local, he helped explain the best way of arranging my pensions and savings. It was nice to find someone local who would come out and see me. Really happy with the service.
Clive, Shropshire
Where to find us

15 Ashtree Park,, Horsehay,, Telford,, Shropshire,, TF4 2LD

Contact us
About us

Based in Shropshire & Staffordshire, Chartered Independent offers a straight forward service, Independent Financial Advice provided by a Chartered Financial Planner.

Our appointments are friendly and honest with no upfront costs for the initial meeting.

Our mission is to help you improve your financial position. We passionately believe in three key principles when dealing with clients:

We must be effective and add value to your affairs, our terms must be clear and transparent & our relationship must be based on mutual respect and trust .

If you have a question about any aspect of financial planning then please do not hesitate to contact us on the above number or email address and we will do our best to help you.

Our services

Our clients expect an objective, professional and efficient service. We believe this is achieved through mutual respect and trust, built over time.

We offer the opportunity to manage your investments on a discretionary basis. This means that your portfolio will adapt in real time avoiding the need to advise you each time an underlying change is required.

Initially, our advice will be provided in person, then subsequently in a personalised financial report. This report is to present a clear picture of your current position and outline the accurate and researched recommendations we believe to be in your best interests.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Chartered Independent Limited is a firm of regulated financial advisers and a member of Best Practice IFA Group Limited, a network that promotes a high level of market standards through the provision of back-up resources, technology, training and support. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. The registration number is 223112 and a full list of members can be found on the FCA register.

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