Our Key People

Hugh Wallace

Founding Partner

Hugh is a qualified and experienced financial services professional who started in the industry with Martin in 1986 after graduating with a BA Hons in Public Administration.

After moving to a couple of firms with Martin in the late 1980s, Hugh formed Charterhouse Independent Financial Advisors in 1994, taking on LLP status in 2006. Hugh is qualified in the majority of areas of financial planning and now has over 35 years of experience in advising on mortgages, pensions, investments and protection.

Martin Dilke-Wing

Partner

Martin graduated from University College London in 1981 and joined the Financial Services sector in 1985 as an Independent Financial Adviser, moving to Morgans in 1991. He is qualified up to Advanced Financial Planning Certificate (AFPC) level. In 2013 Morgans became an Appointed Representative of Charterhouse IFA LLP and Martin joined Charterhouse IFA LLP as a partner. Martin and Hugh Wallace originally worked together in 1986 and this continued until Hugh set up Charterhouse Independent Financial Advisors in 1994.

Martin has over 35 years' experience of advising high net worth individuals and companies in pre and post retirement and investment planning.

Martin is a frequent commentator and reviewer in industry magazines and has often been quoted in various national newspapers and magazines. He has a wealth of experience in complex, high level financial planning and has been used frequently by legal professionals as an expert witness in this field.

The value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate some aspects of corporate financial planning and taxation advice.

Charterhouse IFA LLP is a trading style of Charterhouse Independent Financial Advisors LLP.
Charterhouse Independent Financial Advisors LLP is authorised and regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 453778 at https://register.fca.org.uk
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at clients in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123 | www.financial-ombudsman.org.uk

Charterhouse IFA LLP is a Limited Liability Partnership | Registered in United Kingdom No. OC318953 | Registered Address: 85 Tottenham Court Road, London, W1T 4TQ.
© Copyright 2024 Charterhouse Independent Financial Advisors LLPWeb Design by Toolkit Websites