Helping you navigate through life and your financial journey
At Chartered Independent, we believe that careful planning and successful investing of your wealth can help you achieve your goals in life. Our specialist independent financial advisory team helps you navigate through life and your financial journey, dealing with the opportunities and challenges you may face, whatever stage of life you're at.
Our Commitment to You
We are committed to providing clear and easy to understand financial planning to both private and corporate clients across Shropshire and Staffordshire. Our team takes the time to ensure that our financial planning is tailored to your unique needs and goals. We offer a no-obligation initial meeting to discuss your current financial status and future aims.
Our Services
We offer a range of services designed to help you manage your wealth effectively. Our Discretionary Service provides a focused investment management service, building truly bespoke investment portfolios that work hard for our clients. Our Trust Solutions include the Beneficiary Protection Plan, Assurance Trust, Multiple Bond Trust, and Solidus Loan Trust. We also provide expert guidance on your financial objectives, ensuring that your wealth is protected and managed for future generations.
About Our Team
Our team of Chartered Financial Planners, Gavin Roberts and Mark Boyce, hold the profession's gold standard for financial planners. We adhere to a respected code of ethics, ensuring that every client receives award-winning independent financial advice. We believe that clients should have their family considered first, and that wealth must be looked after for future generations.
Get in Touch
If you're looking for expert financial guidance, we're here to help. Please browse our website to find out more about who we are, our level of knowledge, experience, and expertise, and how we conduct business. Alternatively, contact us today to discuss the opportunities and challenges you may face.
Excellent Service and Atmosphere
The reviews provided are overwhelmingly positive, praising the service and atmosphere of the establishment.
Friendly and Kind Staff
The customers are particularly impressed with the friendliness and kindness of the staff, referring to them as "really friendly and kind" and "nice and welcoming". This suggests that the staff are approachable and accommodating, creating a warm and welcoming environment for customers.
Highly Recommended
Both reviews highlight the exceptional service and atmosphere, with the customers strongly recommending the establishment to others. The use of superlatives such as "outstanding" and "highly recommended" further emphasizes the positive experience had by the customers.
Be the first to review Chartered Independent.
Write a Review
