Charterhouse Financial Planning Ltd

Restricted - Whole of Market  Charterhouse Financial Planning, Staffordshire, Stafford, ST19 5PR
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FCA authorised
Last authorised 26th October 2020
Charterhouse Financial Planning Ltd understand that all clients are individuals and we treat them as such.
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 & 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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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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Investment trusts
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OEICs
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Offshore investments
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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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Capital gains tax
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Estate planning
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Corporate pension
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Employee benefits
Meet our advisers
Bernard King
Managing Director
About us

We believe that professional financial advice can add significant value to both individuals and businesses. We offer a comprehensive ongoing review service designed to create real value for all our clients.

We focus on solutions to help you live your life the way you want to with the assurance of regular financial reviews.

Choosing a financial adviser is one of the most important decisions a client can make.

We can help you:

• Build up and maintain an investment portfolio aimed at achieving your objectives should that be saving regularly or managing existing investments. This also includes investing for your children and grandchildren and investments within trust. We also offer investment advice for trustees and companies.

• Fund pension for later life and evaluate the potential transfer of existing plans where relevant. This also includes advice to group pension members for small to medium size companies.

• Make the right choice once you reach retirement. This includes advice on annuities, third way products and pension drawdown plans.

• Arrange your affairs to reduce potential taxation. This includes income tax, capital gains tax and inheritance tax.

Our services

We look for potential alpha generation opportunities from many sources, with manager research, selection and blending being the core areas. This stems from not only our opinion, but industry belief that fund management skill, style and biases can be identified and exploited.

We use several different leading software systems and tools to assess the available funds within any given contract. We use these systems to identify predetermined characteristics such as performance, style and risk. These systems help us to identify those funds that we feel have demonstrated the potential to consistently outperform.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Charterhouse Financial Planning, Little Kinvaston, Watling Street, Gailey, Staffordshire, Stafford, ST19 5PR

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