Our Services

Our aim is to provide you with innovative and intelligent solutions and we do this through three key services:

1. To assess your current circumstances, to understand your objectives, to recommend a strategy and to illustrate how that can meet your objectives. This service often will involve a detailed review of your existing holdings, a review and understanding of your attitude and capacity for investment risk, and cash flow forecasting for the whole of your lifetime.
2. To execute the agreed strategy, utilising your existing holdings and establishing new ones where appropriate, having undertaken research from the whole of the market.
3. To work with you on an ongoing basis to review at least once per year the strategy originally agreed. To assess and measure whether the strategy is meeting the agreed objectives, and to make any changes where necessary.

As whole of market independent financial advisors, including mortgage advisors, with no connections or links to any financial organisation, you can be reassured that Charterhouse IFA LLP only recommends those solutions that are drawn from the market as a whole, and which we believe are best suited to you.