Charter
Consultancy Ltd
Charter Consultancy Ltd
Independent Financial Advisers
About us
Who we are
Established in 1996, Charter Consultancy provides independent financial advice to the Chislehurst, Bromley, Bexley and surrounding areas. We are committed to providing our clients with impartial financial advice which is not tied to any particular product or provider.
Our Vision
We believe that the best financial advice is independent, unrestricted and tailored to the individual. With many years experience, our advisers aim to look at all possible options in order to find the most suitable financial solutions for you. If you would like to speak to one of our team regarding your free initial consultation then please call us, send us an email or use the contact form at the bottom of this page.
Talk to us
If you would like to speak to one of our team regarding your free initial consultation then please call us, send us an email or, alternatively, you can use the contact form at the bottom of this page.
Our Services
Pensions
We offer completely independent financial advice on many retirement products. Whether you are looking to set up a new pension for the future, access your retirement benefits now or simply wish to explore your options, we will always tailor our pension advice to your needs, unconstrained by ties to any provider.
Investments
With such a wide choice of investment products, we believe that obtaining independent investment advice can help ensure your money works best for you. We offer independent and unrestricted advice on many retail investment products including ISAs and investment bonds.
Mortgages
Whether you're a first time buyer, moving home or simply looking to remortgage, our independent mortgage advice can assist you in finding the most suitable option for you. With no ties to any lender, we can research the whole market, including direct products.
Equity Release
Equity release is a potential option for those over 55 who wish to release equity in their property. We believe this in an area where independent advice is essential. Should you be considering releasing equity from your home, we will discuss all options with you to make sure it is the right product for your needs.
Protection
We offer independent advice on a range of protection and insurance products including life insurance, mortgage protection, family income benefit, income protection and critical illness cover.
Why Choose Us?
Free initial consultation
Our first meeting is always free as we believe it is important to establish whether we can assist you with your financial aims and needs. If you would like to come and talk to one of our advisers then please give us a call or send us an email. Alternatively, you can use the contact form at the bottom of this page and one of our team will get back to you.
Expert Knowledge
With years of advising clients on all their financial needs, our team provides expert guidance and support at every step of your financial journey, allowing you to make informed decisions and reach your goals for the future.
Professional & Approachable
Our advisers wish to ensure that all our clients are provided with clear and straightforward advice, backed up with full research and appropriate recommendations. We aim to cut through the jargon and treat our clients in an honest way that puts them in control of their financial situation.
Get in Touch
Charter Consultancy Ltd
5 Walden Parade
Walden Road
Chislehurst
BR7 5DW
Email: ifa@charterconsultancy.co.uk
Tel: 020 8295 0200