Individual Clients

How We Work With You

At Charterhouse Wealth Managers LLP we have the experience and expertise to advise individuals at every stage in their life and on every aspect of their financial situation. Regardless of your age we believe that your finances are as individual as you are and therefore require advice particular to your situation. Because we value the importance of a long term relationship, the majority of our clients are referred to us by existing clients, Accountants or Solicitors.

In the initial meeting we establish a detailed understanding of your situation and agree your objectives. This will not cost you anything or oblige you to become a client, however it will give you an idea of how we work and how we can be of benefit to your financial situation.

We will then report back to you with an outline of our recommendations and the terms available if you wish to proceed.

Holistic financial planning means that the individual strategy, plans and goals of each client are of primary importance. We work with you to establish these criteria and if necessary in partnership with your existing advisers to create a cohesive plan, with you as the directing force.

This approach means that we look at your total position and not concentrate on isolated issues without considering the effect that any alterations may have; your plans and aspirations are of primary importance and we will make recommendations that will encompass these. By working in conjunction with your Accountant, Solicitor or Tax advisor a coherent plan can be formulated and executed.

Our Services

  • Portfolio management
  • Income and Capital Gains Tax mitigation
  • Inheritance Tax planning
  • Retirement planning
  • School Fees planning
  • Trusts
  • Income Protection
  • Mortgage planning
  • ISA's
  • Life and Critical Illness cover
  • Private Medical Insurance
  • Venture Capital Trusts (VCT's) and Enterprise Investment Schemes (EIS's)
  • Equity release*
* Equity Release includes Lifetime Mortgages, to understand the features and risks ask for a personalised illustration.