Charterhall Associates Ltd

Independent Financial Adviser  Ember House, Hersham, Surrey, KT12 4HR
check
FCA authorised
Last authorised 26th July 2021
We will fully explain our recommendations in a clear easy to understand manner often without the jargon.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Stockbroking services
check
Long term care
Meet our advisers
MR 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
  • icons
    Face to face

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

Similar advisers near you

Restricted - whole of market 0.91 mi
We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
 
Independent Financial Adviser 1.02 mi
Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
 
Independent Financial Adviser 1.4 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 1.54 mi
We recognise that giving the best advice relies upon having a thorough understanding of individual client needs.