Our Standards


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Our Standards

Charterbridge brings circa 25 years experience in personal wealth management to clients, working closely with them to understand, develop and monitor their financial position and objectives.

We don’t make ad-hoc recommendations or conduct ‘execution-only’ business because experience has shown us that it’s always been in our clients best interests to make considered recommendations taking account of all of their relevant circumstances, eg. tax position, risk profile and specific objectives.  In other words, getting to know you well before embarking on a course of action particularly where it involves purchasing financial products.

We produce bespoke reports in support of all recommendations, clearly summarising our advice in a Financial Action Plan Schedule.

Above all else, we remain uncompromising in our approach to client service, ethics and integrity.

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“I have worked with the Charterbridge team for over 15 years on the broad framework, and the detailed strategy for my investments.  I believe that formalising these elements is the proper foundation for long-term wealth management. The team has excelled in helping me to crystallise and keep under review, my changing personal/family objectives and to set these within the range of investment directions and products available. As a result, I have had a valuable and profitable experience with the Charterbridge team”.

Prof. J.B.D. Gloucestershire.