Charters Private Wealth LTD.

Independent Financial Adviser 19 Norcombe Grove, Monkspath, Shirley, Solihull, West Midlands, B90 4PF
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th October 2018
Is it time you took charge of your financial future? If the answer is YES, then contact us without delay!
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Wealth management
Meet our advisers
Michael Harvey B.Sc. (Hons), APFS, Cert CII(MP)
Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Excellent help and advice at a really fair price.
Mr R Fullerton, West Midlands
Always great advice. Not the usual self-interested financial services business.
Mr J Harris, Worcestershire
After one consultation I felt a lot better about my retirement plans—would recommend.
Mr G Hussey, West Midlands
Really helpful meeting this morning. Thanks for your time and continued support to the family.
Mr C and Mrs G Stock, Worcestershire
Michael is very easy to get on with and deals with our financial affairs in a way that suits our busy schedules. We always look forward to meeting with him.
Mr D and Mrs S Hall, Worcestershire
Where to find us

19 Norcombe Grove, Monkspath, Shirley, Solihull, West Midlands, B90 4PF

Contact us
About us

At Charters Private Wealth, we believe exceptional financial planning is achieved through highly personal, face-to-face advice.

Our friendly and approachable team can help you answer some of life’s really big questions, such as: At what age will I be able to retire? When can I afford to stop doing what I no longer particularly enjoy and start doing more of the things I love instead? Am I taking too much risk with my investments? Would my family be able to cope without me? How can I reduce my tax liabilities? Can I sell my business?

With our help, you can be in total command of your financial affairs—for the rest of your life.

Our services

Our service can help you to understand how much is enough? We aim to help you to build the resources you’re going to need to live the life you want, without fear of running out of money. Yet at the same time, our expert advice will focus on helping ensure you don’t die with too much.

We believe the wealth you have accumulated exists for you to enjoy when the time is right—money has no value for its own sake, unless you are a tax collector—it only develops true worth when being used for the purpose you intended.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Charters Private Wealth Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). Company Number: 10423155 (Registered in England and Wales). Registered office: Charters Private Wealth, 2 Shottery Brook Office Park, Timothy’s Bridge Road, Stratford-upon-Avon, Warwickshire, CV37 9NR. The FCA does not regulate tax advice.

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