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.
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.
My pension portfolio is managed by Chartered Independent, Gavin reviews this portfolio and makes the necessary changes. Happy with the service so far.
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.
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.
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.
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
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.
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.
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 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.