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.

Personal Financial Planning

No one plans to fail, but many people fail to plan: we all have ideas of what our future may look like and things we would like to achieve, but often these are just dreams that do not end in reality. Our personal financial planning service will help you identify what are real goals, and what may be just "pipe dreams" and help you put together real solid plans to make sure you achieve what you set ouPlanningt to do.

How we can help: We have identified various stages of life that we all go through, events that may occur during those times, and ways that we may be able to help you navigate the things life throws at you in the most successful way. We can't guarantee your happiness, but we can help you stay on track financially. Use the links on the right to see which stage is most applicable to you, and see what we can do for you!