Most people don't plan to fail, but they do fail to plan.
At Chartered Independent, we believe that helping you build, preserve, and manage your wealth is a privilege that requires careful planning and successful investing. Our specialist independent financial advisory team is dedicated to guiding you through the opportunities and challenges you may face at every stage of life, whether you're a private investor, a wealthy individual, a business owner, or an entrepreneur. We take the time to ensure that our financial planning is clear and easy to understand, empowering you to make informed decisions about your financial future.
Our Philosophy
We share the belief that clients should have their family considered first, and that wealth must be looked after for future generations. Some needs are more complex than others, and we treat every client on a case-by-case basis. We understand that life doesn't stand still, and neither should your financial plans. That's why we provide award-winning independent financial advice that goes beyond mere information sharing, offering superior insight and considered opinions.
Our Services
At Chartered Independent, we offer a range of services designed to help you achieve your financial objectives. Our Discretionary Service is focused on providing a tailored investment management experience, where we manage your portfolio on your behalf, taking into account your unique financial goals, risk tolerance, and investment horizon. We also offer Trust Solutions, which provide a range of benefits, including beneficiary protection, assurance, and multiple bond trust options.
Our Expertise
Our team of experts has unparalleled knowledge and experience in the financial industry, with a deep understanding of the complexities of wealth management. We are committed to staying ahead of the curve, ensuring that your financial plans are always aligned with the latest market trends and regulatory changes. Our clients appreciate our transparent approach, which includes the availability of online client feedback and a commitment to doing business with clients who value trust, integrity, and open communication.
Our Values
At Chartered Independent, we value the importance of trust, integrity, and clear communication in everything we do. We believe that our clients deserve the best advice and service, and we strive to deliver this with every interaction. We are committed to continuous improvement, staying up-to-date with the latest regulatory changes and financial trends to ensure that our clients receive the highest level of service.
Overall Experience
The reviews highlight an overwhelmingly positive experience with the CI team, with both reviewers awarding a 5-star rating.
Service Quality
The service provided by the CI team is described as outstanding and professional, with both reviewers using superlatives to express their satisfaction.
Atmosphere and Staff
The atmosphere is characterized as nice and welcoming, with the staff being friendly and kind. This suggests that the team goes above and beyond to make clients feel at ease.
Recommendation
Both reviewers highly recommend the CI team, indicating a strong endorsement of their services.
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