We expect our clients to trust us, we expect to be able to trust our clients. We want to do business with people who believe this as well.
This confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a Bachelors' degree.
Founded and run as a family business since 1984, we are proud to provide Independent Financial Advice to new and existing clients
Based throughout Shropshire and Staffordshire we provide independent and holistic financial advice to both private and corporate clients. We take the time to ensure our financial planning is clear and easy to understand.
We work in partnership with other professional advisers such as solicitors and accountants to improve our clients financial position. Our company is not owned by, or has any affiliations with high street banks or investment companies. By retaining this control and removing any external influences, we are free to always act in the best interest of our clients.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please
Chartered Independent look after a large portfolio of ISAs and other investments for myself and my wife, I like they fact that they review this regularly and ring me with updates on how it is performing. They make sure we understand everything about our investments.
Chartered Independent Ltd is a member of Best Practice IFA Group Limited. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. The registration number is 223112 and a full list of members can be found on the FCA register. Companies house number: 08030712.
The Financial Ombudsman Service (FOS) is available to refer your complaint regarding individual complaints that financial services businesses and their clients are unable to resolve. You can contact the FOS helpline on 0800 023 4 567 or visit the website at: www.financial-ombudsman.org.uk.
