This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. London
  6. breadcrumbs-arrow
  7. Charteris Treasury Portfolio Managers Limited

Charteris Treasury Portfolio Managers Limited

Independent Financial Adviser 8/9 Lovat Lane, London, EC3R 8DW
FCA verified
18th February 2019
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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
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
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Foster Denovo Limited
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.
 
See profile
Foster Denovo Limited
Independent Financial Adviser 0.06 mi
A highly experienced financial planner helping City professionals achieve their retirement and financial goals.
 
See profile
EQ Investors
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.
 
See profile
JGW
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.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.