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Charterhall Associates Ltd
       
 
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Charterhall Associates Ltd
 
 
Overview: 

Since 1987, we have been helping our clients arrange their finances in the most effective way. And, as a friendly, local Independent Financial Advisers, we can provide the same high standard of service to you, your family or your business.

The  first stage is for us to gain a full understanding of your current situation and your future goals. Using this as the cornerstone, we can then develop a tailor-made financial plan, designed to turn your financial dreams into a reality.

We will fully explain our recommendations in a clear easy to understand manner often without the jargon.

We are proud of our independence and our service ethic, which has been built upon our personal dedication and commitment to provide the most professional service we can, to all of our clients.  

The continued increase in our client numbers is due, almost exclusively, to our preferred method of growth - personal referrals from highly satisfied clients, who appreciate our relaxed yet highly professional advice and are prepared to recommend us to their friends and professional colleagues.
A comprehensive financial planning service for all your investment and protection needs:

   Pension Planning

   When do you want to retire and how much income will you need?

   Income in Retirement
   You may have been saving all of your working life for this moment, allow us to explain all of the options available to ensure that you receive the Highest Level of Income.
   Investments/Regular Savings

   Are you making the best use of any spare capital or surplus income?
   Mortgages

   Do you want to reduce your current mortgage outlay or are you moving home?
   Life Assurance
   How much cash would your family need to maintain their current lifestyle if you die prematurely?
   Income Protection

   Would you require a regular income or a cash sum if you suffered a serious illness or disability?

History: 

Christopher Lock, our principal and founder, has been a professional financial adviser for more than 25 years and created the company in 1987.


 
 
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