Charteris Treasury Portfolio Managers Limited

Independent Financial Adviser 8/9 Lovat Lane, London, EC3R 8DW
FCA verified
10th December 2018
Personal service combined with proven institutional expertise.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Lump sum
    • Regular savings
Meet our advisers
adviser-person
Richard Fremantle
adviser-person
Jonathan Morgan
adviser-person
Ian Williams
CEO
adviser-person
Moritz Langlotz
adviser-person
Terry Farrow
adviser-person
Colin Robertson
adviser-person
Mark Williams
Where to find us

8/9 Lovat Lane, London, EC3R 8DW

About us

Charteris Treasury Portfolio Managers (CTPM) have been an Investment Management firm since 1984. Its Head office is in Central London but also has an office in the heart of Exeter as well as Investment Managers based in Edinburgh, Eastbourne and Chichester. We aim to provide personal service for our private clients combined with direct access to professional institutional expertise (as showcased with our institutional funds). Our high-profile CEO is called Ian Williams and has featured and written regularly in the financial press over the last 20 years as well as appearing on TV networks like Bloomberg, RT, CNBC & Thomson Reuters.

Our services

We are an Independent boutique wealth management company and we offer a bespoke service to private clients and institutional fund investors alike

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0

Similar advisers near you

Independent Financial Adviser 0.06 mi
A highly experienced financial planner helping City professionals achieve their retirement and financial goals.
 
Financial Adviser (Restricted Whole of Market) 0.06 mi
Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
 
Financial Adviser (Restricted Whole of Market) 0.07 mi
We seek excellence in all that we do for our clients, putting their interests ahead of all other considerations.
 
Independent Financial Adviser 0.08 mi
A long established Chartered firm that provides a unique, long term and personal service to each of our clients.