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.

IFA Network Services:

Working togetherCharterGroup Financial Management is a small network of individual firms of Independent Financial Advisers. Most of our firms are linked to Chartered Accountants within the CharterGroup Alliance, but we are not limited to this.

If you are currently unhappy with your current Network, or have had enough of being directly regulated, and/or would like to develop professional connections with Accountants then what we have to offer could be just what you are looking for.

Our Appointed Representative agreement is probably one of the most flexible in the country, our compliance department is "hands on" and is there to help you do compliant business not stop you from doing business. Our back office system will help you provide a better service to your clients, and we can help you move to a post RDR charging structure sooner rather than leaving things to the last minute.

For an informal discussion with our Managing Director, call the number above during office hours.

We are specifically looking for IFA's in the following areas:

  •  Accrington
  • Bristol
  • Manchester
  • Bournemouth
  • Birmingham

But we will consider any area of the country for the right firm.