Charter Financial Planning was established in 1981 by Barry Woolley and Deborah White. Sue Counsell joined in 1982 and the three of us have been in business together since then.

We are very proud to say that many of our clients have been with us throughout the 1980s and 1990s and now into the 2000s, and our services have changed with their changing needs. Having spent twenty years building up wealth, many running their own businesses, we are now helping them to maintain that wealth for themselves and generations to follow.

We achieve this through Tailored Asset Management, our specialist service where we tailor bespoke portfolios, be it pensions or personal investment, based on a thorough understanding of individual investment needs. The key is an initial understanding of our clients’ expectations and then ongoing monitoring and rebalancing. It is a highly personalised service which depends for its success on building up a long term client relationship.

This service is just as important for our younger clients who are working hard to create their wealth and we continue to offer full financial planning advice in the areas of family and business protection (death and ill heath); technical pension advice, including SIPPs and SSASs, which is particularly important in the run up to Pension Simplification in 2006; estate and inheritance tax planning; and Deborah runs offers specialist mortgage services.

In all areas we offer independent advice and have access to the whole market.