Charterbrook Wealth Information

Charterbrook Wealth is an independent financial planning firm for UK professionals and business owners who earn well but know their money could be working harder. The people we work with usually fall into one of four camps: ▶️ They don’t have time to sort their finances ▶️ They lack the knowledge to deal with it ▶️ They have no desire to manage it themselves ▶️ They lack confidence and are worried they'll make mistakes Sound familiar? Then we might be a perfect fit. But we do financial planning differently: ✅ Transparent, fixed fees: You know exactly what you're paying before you commit. No surprises, no hidden or extra charges. ✅ A Value Guarantee: We only take on clients where we're certain we can add clear value. This could be tax savings, better investments, earlier retirement or saving you time. If we can’t do that, we'll tell you upfront. ✅ Fully Independent Advice: We work across the whole market. No product ties and no conflicts of interest. ✅ Proactive and Efficient: We come to you before you even know you need us. None of this ‘once a year service’ nonsense - we keep you updated and ahead of the game. The first meeting is free. Always. We work with employed professionals, Ltd company directors, high earning families and contractors typically asking: ▶️ What can I do to keep more of my earnings and pay less tax? ▶️ How do I know if I have enough money to retire? ▶️ What should I do with the lump sum I've got? ▶️ What happens to my family or income if I can't work? ▶️ Am I doing the right things with my money or am I missing something? If any of those resonate, book a free, no-obligation consultation. Charterbrook Wealth (FCA: 1052700) is an Appointed Representative of New Leaf Distribution Ltd (FCA: 460421) which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales, company number: 17067145