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  7. Charteris Treasury Portfolio Managers Limited

Charteris Treasury Portfolio Managers Limited

Independent Financial Adviser  8/9 Lovat Lane, London, EC3R 8DW
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FCA authorised
Last authorised 1st March 2021
Personal service combined with proven institutional expertise.
We can advise you on
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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SIPPs
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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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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
Meet our advisers
MR Mark Williams
MR Colin Robertson
MR Terry Farrow
MR Moritz Langlotz
MR Ian Williams
CEO
MR Jonathan Morgan
MR Richard Fremantle
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

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

8/9 Lovat Lane, London, EC3R 8DW

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