Welcome to CharterGroup
Financial Management.

We are a small network of Independent Financial Advisers directly regulated by the Financial Services Authority, and mainly linked to firms of Chartered Accountants in The CharterGroup Alliance.

Business Financial Planning

Paper PlanThink back to when you set up your business: You would have set up a business plan, decided what you wanted to achieve, done your forecasts, checked out the competition, worked out what your USP was, probably even did some SWOT analysis? But when did you last re-visit this plan? Are you still on target, or has your business changed? Whatever happens, your business is either moving forwards, or going backwards. 

How we can help: We have identified various areas of business and things that may occur. Use the links on the right to see which area is most applicable to you, and see what we can do for you!