Charterhall Associates Ltd

Independent Financial Adviser  Ember House, Walton on thames, Surrey, KT12 4HR
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FCA authorised
Last authorised 19th October 2020
We will fully explain our recommendations in a clear easy to understand manner often without the jargon.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Stockbroking services
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Long term care
Meet our advisers
Christopher Lock Dip PFS
Principal
About us

Charterhall Associates have been advising clients for many years on all aspects of Savings, Protection, Investments and Pensions. We are proud of our independence and our service ethic, which has been built upon our personal dedication and commitment to provide the most professional service we can, to all of our clients.
The continued increase in our client numbers is due, to our preferred method of growth - personal referrals from highly satisfied clients, who appreciate our relaxed yet highly professional advice and are prepared to recommend us to their friends and professional colleagues.

Our services

We Listen, We Offer Suitable Solutions that you will Understand, We are Professional and We are Patient

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Ember House, Pleasant Place, Hersham, Surrey, KT12 4HR

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We recognise that giving the best advice relies upon having a thorough understanding of individual client needs.