Finding 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.
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What Our Clients Say
See what our clients have to say about us.
Mr and Mrs P.S of WiltshireJohn 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.
Ms Lorna Dickinson MVO. TV Producer, Looe.The difference Charterbridge makes is the reassuringly bespoke advice, tailor made for your individual circumstances. Major financial decisions often have to be taken in times of great personal difficulty. I needed instant expert advice about a complex personal and business deal. The team were immediately able to pinpoint the essential issues I had to address. Not only was I given reassuringly objective information – I knew all the solutions were options that suited my personal situation and whilst every decision was my own I was gently guided in the right direction. Working with Charterbridge is like having a financial guardian angel prodding you to make the right decisions.
Eric and Margaret M. Langstone, NewportAllan has been our trusted financial advisor since 1992. During this period he was involved with different wealth management companies until he set up Charterbridge. He has always given us excellent advice on investments and pensions and highlighted changes to legislation relating to taxes, pensions and inheritance tax. We have regular meetings with Allan but in addition he is always happy to respond to emails or phone calls if we have concerns or need an explanation of complex issues. We would recommend him to anyone looking for a first class financial advisor.
Mr M Webster FRCS. (Glasg)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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