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