I 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.
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What Our Clients Say
See what our clients have to say about us.
Prof. J.B.Dent. OBE. Cirencester, GloucestershireMs 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.
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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