Charterhall Associates Ltd

Independent Financial Adviser  Ember House, Hersham, Surrey, KT12 4HR
check
FCA authorised
Last authorised 18th January 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
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

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 1.43 mi
Friendly, expert advice over the telephone, video call or face to face.
 
Independent Financial Adviser 1.48 mi
We specialise in all areas surrounding the 'at retirement' market place, including pensions, investments, equity release and long term care.
 
Independent Financial Adviser 1.52 mi
If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.