Whether you are a private investor, wealthy individual, business owner or entrepreneur, Chartered Independent believe that progression dictates the need for you to change the rules about how we help you build, preserve and manage your wealth.
At the heart of what we do is the belief that clients should have their family considered first. Wealth must be looked after for future generations. Some needs are more complex than others. Whether you’re looking for specialist advice or require specific investment requirements, we treat every client on a case-by-case basis.
Life doesn’t stand still, so your financial plans shouldn’t either. In today's complex financial world, the advice you receive must go beyond the realms of merely sharing information and giving you access to a superior insight and considered opinions.
We provide award-winning independent financial advice based on quality independently, verified client feedback. We expect our clients to trust us, and we expect to be able to trust our clients. We want to do business with people who believe this as well. Our clients like what we do. We do not filter client feedback, and we ensure this is available to view on our website at all times.
Chartered Independent has grown through a belief that clients want peace of mind and the best investment portfolios at all times. We provide a focused investment management service and build truly bespoke investment portfolios that work hard for our clients.
Gavin Roberts and Mark Boyce are Chartered Financial Planners.
Chartered Status is the profession's gold standard for financial planners. Royal Charters are granted by the sovereign on the advice of the Privy Council and have a history dating back to the 13th century.
This confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a Bachelors' degree.
Chartered Financial Planners adhere to a respected code of ethics. The Code exists to guide the profession and to protect the public. Failure to operate to the guidelines set by the Code can result in disciplinary action.
Chartered Status refers to the advisers at Chartered Independent Limited who hold the title “Chartered Financial Planners” as allowed by the Chartered Insurance Institute.
This should not be confused with Chartered Firm status, a separate designation allowed by the CII.
For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today. To find out more about how we can help you, please contact 01952 250024 or email firstname.lastname@example.org