Charterhall Associates

Welcome to Charterhall Associates Ltd, a firm of experienced and dedicated Independent Financial Advisers who have been serving the community since 1987. We are committed to providing a high standard of service to individuals, families, and businesses, helping you arrange your finances in the most effective way.

Our first step is to gain a comprehensive understanding of your current financial situation and your future goals. With this information as our foundation, we can develop a tailor-made financial plan designed to turn your financial dreams into a reality. We will explain our recommendations in a clear and easy-to-understand manner, often without the jargon. To arrange a free initial consultation, please call 01932 254032. This will take up to an hour and will place you under no obligation whatsoever. You may take as long as you like before deciding whether or not to proceed.

Like any other professional adviser, we charge for our ongoing service. You can find details of our process and charges under the heading "About Us - Process & Charges".

Our Comprehensive Financial Planning Services

At Charterhall Associates Ltd, we offer a comprehensive range of financial planning services to meet all your investment and protection needs.

*Pension Planning*

Many people have acquired a number of pension plans throughout their working life and may not be making the most of their growth potential. Allow us to carry out a free initial investigation on your behalf.

*Income in Retirement*

You may have been saving all of your working life for this moment. Allow us to explain all of the options available to ensure that you receive the highest level of income.

*Investments/Regular Savings*

Are you making the best use of any spare capital or surplus income? Our experts can help you make the most of your money.

*Mortgages*

Do you want to reduce your current mortgage outlay or are you moving home? We can help you find the best mortgage deal for your needs.

*Life Assurance*

How much cash would your family need to maintain their current lifestyle if you die prematurely? Let us help you provide for your loved ones.

*Income Protection*

Would you require a regular income or a cash sum if you suffered a serious illness or disability? Our income protection plans can give you the peace of mind you deserve.

Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their qualifications and areas of expertise.**