Quality Financial Products and Introductions.
Almost without exception, clients require advice on the acquisition of regulated financial products to achieve their financial and lifestyle objectives with total confidence for their Financial Security and growth.
Charterbridge, Rosemount, Intrinsic and Old Mutual Wealth.
In 2014, Charterbridge was invited to join the professional network of Financial Advisers at Rosemount Financial Solutions Ltd., one of the largest Appointed Representative Firms at Intrinsic Financial Planning, (the largest financial advice Network in the United Kingdom), providing excellent back-office support and volume discount purchasing power to leading brands in the UK financial services sector.
Since July 2014, Intrinsic benefits from the immense financial strength of it’s new owners, Old Mutual Wealth – a top 40 Company in the FTSE100 and one of the largest Financial Services companies in the World. Unlike most life assurance companies, Old Mutual Wealth has no debt and doesn’t rely upon borrowed money to cover its positions.
Charterbridge Financial Planning provides restricted and ‘best of breed’ financial products from panels of Investment Managers, Protection and *Pension Providers, constantly monitored and overseen by Intrinsic and Old Mutual Wealth, who are consistently aiming to achieve top quartile performance and the highest quality/value equations for our discerning clients.
In addition and separate from our relationship with Intrinsic, over the years we’ve established professional relationships with highly skilled *Mortgage and Commercial Loan Brokers, Accountants and Solicitors, who all understand the importance of teamwork and a collaborative approach to achieving successful financial outcomes.
* The value of Pensions and Investments and the income they produce can fall as well as rise. You may get back less than you invested.
* Your home may be repossessed if you do not keep up the repayments on your mortgage.
* Additional Fees/charges may become due to any Accountants, Solicitors, Mortgage and Loan Brokers introduced. In this event full disclosure of their charges will be made explicitly clear before any work commences.
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