Welcome to Charterbridge Private Financial Planning, Financial Advisers in Hambrook, Bristol. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
From time to time, we would like to contact you about our products and services which we think you might be interested in.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
From time to time, we would like to contact you about our products and services which we think you might be interested in.
Services
Charterbridge Private Financial Planning provides Independent Financial Advice as a trading style of Rosemount Financial Solutions (IFA) Ltd.
Regulated by the Financial Conduct Authority.
However, our main focus is the provision of Lifestyle Financial Planning, identifying what you want to achieve, what's important about money to you and starts with our confidential 'getting to know you' questionnaire.
Lifestyle Financial Planning reports focus on the wider remit of your total financial well-being, providing cohesion between products, tax wraps and objectives, for successful, diversified, personal and family Wealth Management.
Regulated by the Financial Conduct Authority.
However, our main focus is the provision of Lifestyle Financial Planning, identifying what you want to achieve, what's important about money to you and starts with our confidential 'getting to know you' questionnaire.
Lifestyle Financial Planning reports focus on the wider remit of your total financial well-being, providing cohesion between products, tax wraps and objectives, for successful, diversified, personal and family Wealth Management.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
There are events we can all face that have the potential to wreck lives and families.
It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill.
It may not happen to you - we hope it doesn't - but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family's lifestyle.
It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill.
It may not happen to you - we hope it doesn't - but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family's lifestyle.
This is cover that pays out on death.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
This provides income where you are ill or injured, and as a result your income through employment or your normal route stops.
If Houseperson's cover is included, then it will pay out upon illness or injury, irrespective of any income stopping.
Cover lasts for either a set term in whole years, or to a given age (typically your state retirement age).
The amount you pay is called the premium.
It can either be guaranteed not to change, or it can be reviewable.
Reviewable cover normally changes based on the claims experience of the life assurance company.
If Houseperson's cover is included, then it will pay out upon illness or injury, irrespective of any income stopping.
Cover lasts for either a set term in whole years, or to a given age (typically your state retirement age).
The amount you pay is called the premium.
It can either be guaranteed not to change, or it can be reviewable.
Reviewable cover normally changes based on the claims experience of the life assurance company.
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