Charterbrook Wealth's website has gone live following the go-ahead from Compliance.

Charterbrook Wealth is an independent financial planning firm for UK professionals 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: - the time to sort their finances - the knowledge to deal with it - any desire to manage it themselves - the confidence and are worried they'll make mistakes Sound familiar? That's exactly who we built this for. 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. Restructuring your finances to reduce tax, finding lower cost or potentially better performing investments, building an early retirement plan, or simply taking the stress off your plate entirely. If we can't add value, we'll tell you. Fully Independent Advice: We work across the whole market. No product ties and no conflicts of interest. 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? - How can I keep my money with my family and not lose it to the taxman? - 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

Founded 2026