Chartered Independent Ltd

Independent Financial Adviser  St James House, Stoke on trent, Staffordshire, ST3 1RJ
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FCA authorised
Last authorised 19th October 2020
Award winning financial advice. We offer a straight forward service, Independent Financial Advice provided by a Chartered Financial Planner.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Mortgage protection
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Gavin Roberts
Director & Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

St James House, Webberley Lane, Longton, Stoke-on-Trent, Staffordshire, ST3 1RJ

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