How we can help

Before meeting with us, many of our clients have gathered a mixed bag of financial assets as they’ve gone through life. In other words, they’ve never had a real financial plan, followed an investment strategy or established any goals or milestones for themselves. If that sounds familiar, then rest assured, we’re here to provide the support and guidance you need to navigate your financial journey.

Our life-focused approach to financial planning will help you answer some of life’s big financial questions, such as:

  • Can I afford to gift some money to my children?
  • Am I taking too much risk with my investments?
  • What are my options for reducing my tax bill?

We produce several ‘what if’ scenarios using modern planning methods. The scenarios will help you understand where you are in life, identify potential vulnerabilities and show you, in no uncertain terms, what it will take to fulfil your ambitions and when. Seeing what’s achievable in any timeframe enables you to categorise, order and prioritise your financial affairs.

The right planners for you

Finding and deciding upon the right financial planner, wealth manager, or financial adviser can be daunting. That’s why we’ve considered why you should consider talking to us.

Reliability

We always do what we say we’ll do and on time.

Supportive

We’ll help and support you and your family in your decisions.

Compassionate approach

We understand that everyone goes through ups and downs in life. That’s why we’ll commit to helping you through the good and bad times. We’ll always be on hand to offer empathic, considerate help and advice.

Simplicity

Wherever possible, we like to keep things simple. You detest jargon, and so do we.

Continuity

We understand you want to deal with the same adviser year after year, one who you know and who knows you. Strong, relational financial planning is central to how we work.

Service

Our business is built on service; consequently, none of our staff are rewarded for business production. We are client-focused, not shareholder-focused.

Individuality

Every individual is different. That’s why we strongly believe in avoiding blanket, one-size-fits-all answers. Your needs are unique, and so is our financial planning.

Clarity and peace of mind

Financial planning doesn’t need to be complex, complicated or stressful. It’s about putting your life in order and gaining control of your financial future rather than letting your finances determine that for you.

With that outcome in mind, your financial planner will combine all the elements of your financial life to create a highly personalised, cohesive wealth plan built around your individual needs and aspirations. This can help you navigate the ups and downs of life because you always have your desired destination in mind.

By working with us, in addition to gaining control of your income, expenditure, assets and liabilities, you will also:

  • Feel empowered by being organised, up-to-date and in control of your finances.
  • Enjoy establishing and then working towards clearly defined targets.
  • Have the pleasure of knowing you’re not paying more tax than necessary, failing to spot opportunities or missing important deadlines.
  • Gain a clearer understanding of where you are and where you’re going.
  • Feel less concerned about what the years ahead might bring, having protected your and your family’s present and future way of life.
  • Be relieved you’ve finally implemented a joined-up and understandable financial plan.
  • Benefit from knowing that your wealth is being professionally managed.
  • Take comfort knowing you’re on course to meet your ultimate goals.

Our clients tell it best

Don’t take our word for it—read what our clients say about us…

See Michael’s VouchedFor Top Rated Adviser Report (2024)

Join the team

We’re always interested in hearing from bright, academic individuals who share our passion for delivering exceptional service. To register your interest in joining the Charters Private Wealth team, either as a financial planner, paraplanner, or member of our client support team, please send your details to hello@charterswealth.co.uk.

Your information will be treated in the strictest confidence.

Loading...