Charterbridge – Financial Advice Plus…
Our Founder Allan Bullock first qualified as a Financial Planner in 1991, quickly earning the title of Senior Financial Planner with the American Express – ‘Acuma’ organisation before joining Prundential’s Private Financial Planning Service in 1994. He moved to J. Rothschild Assurance, (now St. James’s Place) in May 1995, where he ran a Senior Partner Practice before retiring from the mainstream in 2012 to develop a simpler approach to obtaining sensible, practical, realistic and affordable financial advice.
Our Financial Planning process is designed to bring simple clarity (of often complex issues), with high quality reports and written financial advice, prepared via discussion and objective analysis, cash-flow modelling, lifestyle risk profiling, benchmark comparison, investment management and tax efficient growth strategy for personal and family wealth.
Striving for and constantly monitoring/maintaining Top-Quartile investment performance is key to our process, but not at the expense of security, cash reserves and the sleep-well factor.
Have you recently thought about how your Financial Position would fare in the event of a market crash, redundancy, serious illness or premature death? We have.
Developing ‘peace of mind’ confidence to ensure that you never run out of money… whatever happens, is at the core of our business and client service proposition.
We recommend the high quality products and investment management teams of Intrinsic Financial Planning and Old Mutual Wealth, two of the largest, most secure names in UK (and global) financial services today.
Combining professional financial advice with a secure, intelligent teamwork/collaborative approach, delivering practical financial solutions and positive outcomes for both prudent and prosperous growth.
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