You are a great team I really appreciate what you have done for me – and your patience with me, being a congenital denier when it comes to financial concerns. . . You have guided me to make decisions, which have been the correct ones and have truly redirected my finances, so that I can now have confidence in my future – with you.
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What Our Clients Say
See what our clients have to say about us.
Mr M Webster FRCS. (Glasg)Prof. J.B.Dent. OBE. Cirencester, GloucestershireI have worked with the Charterbridge team for over 15 years on the broad framework and the detailed strategy for my investments. I believe that formalising these elements is the proper foundation for long-term wealth management. The team has excelled in helping me to crystallise and keep under review, my changing personal/family objectives and to set these within the range of investment directions and products available. As a result, I have had a valuable and profitable experience with the Charterbridge team.
Paul Deeley | Regional Director – EMEA South | Oracle EMEA Real Estate and FacilitiesAt a very difficult time, Allan was instrumental in reviewing and making very sensible recommendations regarding my mother’s finances and the probate process. He helped to simplify the situation for her and enabled her to understand the whole picture. Subsequently, this meant she felt totally comfortable in terms of how she could very well manage, financially, the remainder of her life.
Mr and Mrs P.S of WiltshireFinding the right financial adviser was, for us, like the search for Cinderella and the slipper. We’d worked hard all our lives and needed someone to sort out what was a mess of pensions, products and savings. That was eight years ago and we are grateful to Allan Bullock for devising a portfolio that has proved satisfyingly profitable for our retirement, while minimising inheritance tax liabilities.
John Watson – Clifton Village BristolSometimes I look back at how far I’ve come since meeting Allan, and I can’t believe it was the same life. I had a great salary but was mired in debt; mainly due to an expensive wife, that became an even more expensive ex-wife. I was locked in a hand to mouth existence, just paying off interest, when I met him and the team at Charterbridge. They completely reconfigured my finances and with hard work on both parts, I’m now here where I am today. Debt free, liberated and planning for a good future.
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