Company Profile

Charterhouse Financial Planning Ltd is a team of professional, independent financial advisers, based in Dunston, Staffordshire.  Our aim is to offer a high level of service that builds long term relationships with our clients. 

Charterhouse is a privately owned firm, incorporated in 2003 by the two directors Bernard King and Lisa Luck, who have over 15 years combined experience. The total staff compliment of seven incorporates four advisers.

Our Advisers

Our advisers are authorised by the Financial Services Authority to deal with many areas of financial services, including pension planning, investment planning and management, mortgages, life assurance and critical illness protection, income protection, business and key person protection and annuities.

In addition, we have specialist advisers who are able to give advice on occupational pensions, equity release and home reversion plans.

Our advisers recommendations are given in a professional, clear, jargon free manner after carefully listening to our client's needs.  This ensures that the most appropriate products to suit our clients individual personal circumstances are recommended.

All our advisers are flexible and happy to meet with clients in our offices in Staffordshire or at the clients home or workplace.

Why an Independent Financial Adviser?

As Independent Financial Advisers we are able to give impartial, unbiased financial advice which ensures you enjoy choice, value for money and our high quality personal service.

If necessary we are also happy to introduce you to the services offered by other professionals such as Accountants, Solicitors, Stockbrokers and Discretionary Fund Managers.

Contact Details

Should you wish to speak with or make an appointment with one of our advisers please do not hesitate to contact us.  There is no charge for the initial consultation and you are under no obligation to accept any financial advice that is offered by our advisers.

Dunston Hall, Dunston, Stafford, ST18 9AB - Tel:  01785 716337

email:  info@ charterhousefp.com

Charterhouse Financial Planning Ltd is authorised and regulated by the Financial Services Authority.