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.


Local Offices

CharterGroup Financial Management

Suite 3, Exmouth Business Centre

14, Hartley Road, Exmouth

Devon, EX8 2SG

IFA: Simon Hall

Tel: 01395 220077

Fax: 01395 488131
Email:simon.hall@cgfm.co.uk
Website:http://www.cgfm.co.uk/

BRONSENS FINANCIAL SERVICES LTD

1) Hillside Albion Street Chipping Norton Oxfordshire OX7 5BH
2) Prama House 267 Banbury Road
Summertown Oxford OX2 7HT
3) 6 Langdale Court Witney Oxfordshire OX28 6FG

IFA: Giles Roper

Tel: 01608 642051
Fax: 01608 641702
Email:giles@bronsensfs.co.uk
Website:http://www.bronsens.co.uk/

BPU FINANCIAL SOLUTIONS LTD
Radnor House, Greenwood Close

Cardiff Gate Business Park

Cardiff, CF23 8AA 

IFA: Ian Sinclair
Tel: 029 2073 4100

Email: ians@bpufinancialsolutions.co.uk
Website:http://www.bpuaccountants.co.uk

CARTER & COLEY Financial Solutions 
3 Durrant Road, Bournemouth, Dorset BH2 6NE

IFA: Simon Hall
Tel: 01202 786600
Fax: 01202 786601
Email:simon.hall@cgfm.co.uk 
Website:http://www.carterandcoley.co.uk/

KSK FINANCIAL SOLUTIONS
1)
Christchurch House
    Upper George Street
    Luton Bedfordshire LU1 2RS
2) 2nd Floor Exchange Building
    16 St Cuthberts Street Bedford
    MK40 3JG
3) Victoria Hse 42 Shortmead St          Biggleswade
   Beds SG18 0AP

IFA: Marcus Dollimore


Tel: 01582 651000
Fax: 01582 651001
Email:marcus.dollimore@cgfm.co.uk
Website:http://www.ksk.co.uk/

Storrs Wealth Planning
Storrs Dale, Hawes Road
Ingleton, N. Yorks LA6 3AN

IFA: Roger Kuhlmann


Tel: 015242 41843
Fax: 01395 488131
Email: rkuhlmann@storrswealthplanning.co.uk
Website:http://www.storrswealthplanning.co.uk/