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.


We view our clients as the key to our future success, and excellent service to you as the cornerstone of our business.  You can be confident that the fair treatment of our clients is central to our corporate culture. We concentrate on helping you achieve your goals and aspirations rather than product sales. When products are set up to help your achieve those goals we make sure you know exactly what you are getting, and that the products perform as you have been led to expect. We are fee based advisers working for you not the investment or insurance companies.

We have identified various scenarios that affect different people at different points in their lives, please follow the link above in Personal Financial Planning to help you identify how we may be able to help you.


Being linked with Accountants means our Advisers are experienced in dealing with businesses and helping them identify ways that they can make their business clients operate more effectively and tax efficiently. Please follow the link above in Business Financial Planning to help you identify how we may be able to help your business.


If you are interested in finding out about our IFA Network Services and what makes our proposition unique please click on the Network Services link above.

CharterGroup Financial Management Ltd is an Independent Financial Adviser
authorised and regulated by the Financial Conduct Authority
Admin Office: Suite 3, Exmouth Business Centre, 14 Hartley Rd, Exmouth, Devon, EX8 2SG
Head Office: Bank Farm, Brockamin, Leigh, WORCS, WR6 5LA.
Company reg no: 05899583; FSA reg no 456517

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk