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Company details
- Financial Planner
- Asset manager services
- Financial advisor
- Insurance broker
- Investment service
- Tax advisor
Written by the company
The financial advice industry was desperate for a shake up - and we're here to deliver on that. For decades the financial advice industry has felt like an exclusive club only available to those with masses of wealth. Worse yet, it was expensive to get into, and you were never quite sure if you were getting your money’s worth. We’ve made it our sole mission at Charterbrook to change all of that. As fully independent advisers, we’ve started with transparent, fixed setup fees – no confusing, unfair percentages. You know what you’re paying before you even sign up, and we also give free first meetings – because everyone should get the help they deserve! Next, we have our Value Guarantee. If we don’t think you’re going to get a return on investment, we won't take you on as a client. Value could look like: ✅ better long-term investment returns ✅ tax savings ✅ stacks of time back (priceless!) ✅ piece of mind or a number of other things. What's important is - we work with people for their benefit, not ours. We prioritise taking a data-driven approach and making use of the latest technology to be a forward-thinking, proactive financial advice firm with a focus on lifestyle planning.
Contact info
United Kingdom
- 0116 403 0009
- hello@charterbrook.com
- charterbrook.com
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