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What Our Clients Say

See what our clients have to say about us.

Sometimes 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.

John Watson – Clifton Village Bristol

Allan 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.

Eric and Margaret M. Langstone, Newport

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