Welcome To Chartered Financial Solutions Ltd! We offer a wide variety of services, including help with Pensions, Investments and Inheritance tax.
Pensions
Pensions Whether you have Personal Pensions, SIPPS, Stakeholder or Occupational Schemes, it is important that you review them.
Investments
Investments Learn how we can help you to grow your investments with sound, unbiased, financial planning advice.
Inheritance tax
Inheritance tax Let us put our extensive experience with inheritance tax law and mitigation to use for you. Contact us today!
Treating Customers Fairly

We hold the Financial Conduct Authority's 'treating customers fairly' programme at the heart of our business and the way we deal with our clients. The following points highlight the six key points:

  • You can be confident that when dealing with Chartered Financial Solutions Ltd the fair treatment of our customers is central to our corporate culture.
  • The products and services that we provide & recommend are designed to meet the need of individual clients.
  • We will provide our customers with clear information and will keep them appropriately informed before, during and after point of sale.
  • When we give advice, the advice that we give will be suitable and will take into account our customers' circumstances.
  • Our customers will only be provided with products that perform as we lead them to expect them to and any associated service we provide will be of an acceptable standard and as they have been led to expect.
  • We will not place unreasonable post-sale barriers in the way of our customers should they wish to change product, switch provider, submit a claim or make a complaint.