Charterhouse Portfolio Management Limited are an established firm of independent financial advisers (IFA's) dealing with all aspects of personal and corporate financial matters. Today's financial world is more complex than ever before. Charterhouse benefits from being completely independent of any ties to investment houses, life companies, building societies or banks.
This enables us to provide a service free from bias or company preference. We feel that most individuals' circumstances dictate that a dialogue or discussion is invariably important, as your requirements will normally require tailoring to your specific needs - individual financial needs rarely fit with 'off-the-peg' advice. An initial consultation is at our expense and with no obligation, to determine if we can help and how we can work together.
Just contact us by telephone or email to arrange a meeting. Our advice process is based on obtaining an understanding of your circumstances, objectives, aspirations, ethical considerations, and then developing a financial plan to meet these objectives.
This enables us to provide a service free from bias or company preference. We feel that most individuals' circumstances dictate that a dialogue or discussion is invariably important, as your requirements will normally require tailoring to your specific needs - individual financial needs rarely fit with 'off-the-peg' advice. An initial consultation is at our expense and with no obligation, to determine if we can help and how we can work together.
Just contact us by telephone or email to arrange a meeting. Our advice process is based on obtaining an understanding of your circumstances, objectives, aspirations, ethical considerations, and then developing a financial plan to meet these objectives.
Services
Tristan Renfree FPFS, DipPFS (DM), Certs CII (MP&ER) is a Chartered Financial Planner and a Fellow of the Personal Finance Society with over 30 years experience in providing financial advice to individuals and businesses.
He is also a member of the Personal Finance Society and the Mortgage Professionals Society.
We believe that the best principles of building long term relationships with clients are via one to one contact, jargon free explanations, a comprehensive, holistic approach to planning and ongoing support and reviews - a 'cradle to grave' service.
He is also a member of the Personal Finance Society and the Mortgage Professionals Society.
We believe that the best principles of building long term relationships with clients are via one to one contact, jargon free explanations, a comprehensive, holistic approach to planning and ongoing support and reviews - a 'cradle to grave' service.
This process will enable us to gain an understanding of your future plans, aspirations and objectives.
If we are to help you with your money, we need to understand what you want from your money.
In collating your current personal and financial circumstances - it is important that we are 'able to step into your shoes' as only then can we truly understand your position.
As part of the process we will collate data relating to your existing arrangements which will in turn need to be reviewed.
We will also discuss investment risk and the impact this has on your money, goals and objectives.
If we are to help you with your money, we need to understand what you want from your money.
In collating your current personal and financial circumstances - it is important that we are 'able to step into your shoes' as only then can we truly understand your position.
As part of the process we will collate data relating to your existing arrangements which will in turn need to be reviewed.
We will also discuss investment risk and the impact this has on your money, goals and objectives.
Charterhouse Portfolio Management Ltd is completely free of ties to any product provider and, therefore, works in our client's best interest to find the most suitable financial plans or products to suit personal circumstances now and in the future.
Being truly independent means we are not restricted in the advice we give and do not offer "off the peg" solutions.
We offer advice on a 'whole of the market' basis rather than 'restricted' which means we are unconstrained by the limitations of limited product panels.
Being truly independent means we are not restricted in the advice we give and do not offer "off the peg" solutions.
We offer advice on a 'whole of the market' basis rather than 'restricted' which means we are unconstrained by the limitations of limited product panels.
Tristan takes a good look at your life and plans, and provides a concise and holistic set of recommendations.
He is personable, bright and a joy to work with.
The adviser is extremely clear in his explanation of the various options available to me, both orally and then later in writing.
He is also flexible and accommodating in terms of meetings e.g.
This was my first time with Tristan - and any financial advisor for that matter for a number of years so my wife and I went in with some open objectives and a lack of knowledge - Help me understand if my money is in the right place, what I need to do to clear my mortgage by X and be able to retire by Y.
He is personable, bright and a joy to work with.
The adviser is extremely clear in his explanation of the various options available to me, both orally and then later in writing.
He is also flexible and accommodating in terms of meetings e.g.
This was my first time with Tristan - and any financial advisor for that matter for a number of years so my wife and I went in with some open objectives and a lack of knowledge - Help me understand if my money is in the right place, what I need to do to clear my mortgage by X and be able to retire by Y.
Reviews
Be the first to review Charterhouse Portfolio Management.
Write a Review
