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- Protection
Protection- Why Protection is Important
- Life Assurance
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- Savings & Investments
Savings & Investments- Introduction to Savings & Investments
- Capital Investment Bonds
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- Business Protection
Business Protection- Introduction to Business Protection
- Key Person
- Share Protection
- Directors' & Staff Benefits
- Income Protection
- Relevant Life Cover
- Employers' Liability
- Professional Indemnity
- Pensions
Pensions- Retirement Planning
- National Employment Savings Trust (NEST)
- Occupational Pensions / Auto Enrolment
- Annuities
- Income Drawdown/Unsecured Pension
- Personal
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- State Pension
- SSAS
- SIPP
- Executive Pension Plan
- Wealth Management
Wealth Management- Introduction to Wealth Management
- Relationship Management
- Trust Information
- Lasting Power of Attorney
- Wills
- Taxation
Send us a message
Bristol Office
Charterbridge Financial Planning
Edge House , Hambrook, Bristol, BS16 1RS
Email: reception@mycharterbridge.co.uk
Complaints Procedure
If you wish to register a complaint, please write to Complaints Officer, Rosemount Financial Solutions IFA Ltd, Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU. Telephone 01256 405460 or e-mail complaints@rosemountfsIFA.co.uk
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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