Charters Private Wealth LTD.

Independent 2 Shottery Brook Office Park, Timothy's Bridge Road, Stratford-upon-Avon, Warwickshire, CV37 9NR
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
14th October 2019
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
Meet our advisers
Michael Harvey, BSc (Hons) APFS CFP Chartered MCSI
Director, Chartered and Certified Financial Planner
Certified Financial Planner Chartered Financial Planner
What our clients say
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
Really helpful meeting this morning. Thanks for your time and continued support to the family.
Mr C and Mrs G Stock, Worcestershire
After one consultation I felt a lot better about my retirement plans—would recommend.
Mr G Hussey, West Midlands
Always great advice. Not the usual self-interested financial services business.
Mr J Harris, Worcestershire
Excellent help and advice at a really fair price.
Mr R Fullerton, West Midlands
Where to find us

2 Shottery Brook Office Park, Timothy's Bridge Road, Stratford-upon-Avon, Warwickshire, CV37 9NR

Make an enquiry
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.

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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
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value