| | Company Profile Charterhouse Financial Planning Ltd is a team of professional, independent financial advisers, based in Gailey, 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 eight incorporates four advisers. Treating Customers Fairly Treating customers fairly is integral to our business practices. It is a core element in the way we behave and transact business. Our commercial dealings always take full account of the principle of Treating Customers Fairly. We aim to provide full information to our clients covering the benefits, risks and cost of any recommended product or service provided. Our intention is to inform in a clear, fair and not misleading way so that our clients can understand what they can reasonably expect from our service and from any policy or plan recommended. We aim to honour all our commitments we make to our clients. If any dissatisfaction should occur we will investigate the underlying cause and take appropriate action whenever necessary. Our reputation is important to us, therefore, client satisfaction is vital and Treating Customers Fairly is implicit in all our dealings. 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. Little Kinvaston, Watling Street, Gailey, Staffs, ST19 5PR Tel: 01902 623844 Fax: 01902 790300 email: info@ charterhousefp.com Charterhouse Financial Planning Ltd is authorised and regulated by the Financial Services Authority. |
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