Charter have met with us for regular reviews as our business expanded and they are now helping us in the next phase in our life allowing us the freedom to enjoy a comfortable retirement. Fund administration to member advice - and everything in between. This engenders, for me, a feeling of trust and a feeling that if I need any clarification or advice, I can phone and speak to someone I know. We focus on providing a bespoke service to meet your particular needs and build your wealth.
Suitable across advice spectrum—from simple through to comprehensive and complex.
© Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. We want to provide some perspective…, Like many businesses large and small, here and overseas, we are facing the challenges of COVID-19.
Finding a better way to deliver their service digitally, with Iress' Client Portal and Digital Signatures. It's all changed with Xplan. Your Charter adviser takes the time to get to know you and your situation to understand what you can do to move from where you are now, to where you would like to be.
Over the years, they have helped us to: Charter regularly review our financial arrangements to make sure our portfolios meet our changing circumstances and any new objectives. Charter Financial Planning. With Xplan we can save 10-15 hours in onboarding clients. Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. Build relationships that transform your business.
My husband had died and although I liked to think of myself as a financially astute person, I’d ‘inherited’ his pension fund and I also had a portfolio of investments which were uncoordinated. The team are easy to contact and provide prompt and detailed responses to any queries raised. I’m married to Leah with three children so we needed a life assurance portfolio to cover our family protection needs.
Registered office: 2 Ferry Road Office Park, Preston, PR2 2YH. Our mortgage was uncompetitive, costing more than it needed to.
My wife, Janet, was a member of the NHS pension scheme and I was a director of my own company with some personal pensions. Our prime concerns are to protect our staff, while continuing to look after your…, It is ok to feel unsettled, but there is no need to panic. With confidence in their value proposition and a strategic technology partnership with us, business is looking good. The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. This reduced our outgoings and improved the returns on our savings. They have arranged a portfolio of investments designed to produce the income I need and minimise any income tax. Helps to reduce compliance risks, streamline processes, improve efficiencies, and convert more leads for your practice. Charter Financial Planning is a trading name of Charter Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Open API architecture for your own tech eco-system with Xplan at the centre. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
At our review, Charter revealed a number of areas where some improvements could be made: Since our initial review, Charter have continued to look at our financial arrangements as our objectives change and make appropriate recommendations. Helping you find & apply for the right products for your clients. However, it was clear things weren't as easy or efficient as they could be.
Scalable and built for advice businesses of all sizes, all models and all types of advice. Full details can be found on its website www.financial-ombudsman.co.uk. Kevin Lynch, director & chartered financial planner and Rachael Firth, paraplanner, at Advanced Asset Consultants tell us how they found a better way to run their business with Xplan. Encouraged us, with the help of our solicitor, to draw up our wills in line with our wishes and in a way that will minimise any inheritance tax liabilities. What difference can financial advice make.
It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Looking for a better way, this business switched to Xplan to get much more from their back office solution. LEARN MORE
Having enjoyed a good level of income, we’d been able to build up our cash savings and investments. Advanced Asset Consultants had been using our Xtools software for cashflow planning alongside Intelligent Office (iO). Adviser technology and wealth management solution Xplan has enabled quick and efficient client decision making. We did not have wills and they explained the intestacy provisions would not meet our wishes. A better mortgage experience for everyone.
At Charter Financial Planning, we understand that everyone's needs and goals are different.
Provided ongoing advice on our investment and pension portfolios to create a coordinated and balanced approach so as to reduce risk.
We were in our early fifties, with two children and both professional people, but felt we lacked a certain level of organisation in our financial affairs.
Rated Australia's best by Investment Trends for 12 consecutive years. Introduction On Monday, 23rd March we started social distancing, millions of people were furloughed and, for millions more, working from home became the ‘new normal’. We would most probably have just drawn on our accumulated pension funds for our retirement income but Charter have helped us consider the alternatives, saving significant sums in income tax by withdrawing from other investments such as ISAs while at the same time leaving our pensions either for us to draw on later if we need to or for our children and grandchildren if we don’t. 234665. Learn more about our exciting and lucrative work from home business opportunity. I particularly like Charter’s personal service. Faster, smarter trading for firms of every size. Charter Wealth Management Limited is registered in England and Wales with the registered number 04789929. Manage the entire advice process from discovery, right through to implementation and ongoing review—accessing powerful modelling tools and product information. We have been very happy with the services provided by Charter over the years, in particular the regular detailed updates. We’re married and have two grown-up children who no longer live in the family home. Find out what's making their clients say 'wow!'.
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Xplan is complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks. Deborah is incredibly helpful – accurate information, clearly expressed, always professional.
It helps to reduce administration, maximise business opportunities and deliver high impact financial advice. Winner, Professional Paraplanner Award for Best Back Office System, 2019. As many of you know, we love any opportunity to support our chosen charities. Supports all advice delivery models to engage prospects—retail, face to face, online and telephone. Charter worked with our solicitors to arrange wills which would do so and would save us at least £120,000 potential tax on death. XPLAN is the software at the heart of financial planning operations. Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. The chancellor outlined how the government plans to keep businesses and households afloat as the country emerges from lockdown…, Perspective You will of course be reading headlines and news articles that give rise to understandable concern about the position of your investments presently. With Xplan this business is seeing visible benefits. Charter Wealth Management Limited is registered in England and Wales with the registered number 04789929. I was particularly concerned about the Inheritance Tax bill my children would face should I die and I wanted to help them start saving for their financial future. Or are you unsure as to what changing circumstances mean for your finances?
I’ve happily since remarried and am enjoying my new life.
Financial Planning with XPLAN Delegate Workbook Valuation Services and Portfolio Accounts Version 1 Name..... 2 TABLE OF CONTENTS VALUATION SERVICES AND PORTFOLIO ACCOUNTS..... 3 HAROLD’S PORTFOLIO ACCOUNT - CASE STUDY ..... 7 BULK DOWNLOAD..... 16 Setting up adviser Mapping .....16 INTRINISC ADVISERS ONLY .....16 Mapping the Portfolio account to the client .....16 Step One – … With ongoing support and regular review meetings with Charter, my financial arrangements have been, and continued to be arranged to meet my evolving needs. As a director of a company in the entertainment industry, I needed general financial planning advice in respect of pensions, life assurance and income replacement in the event of ill health. Charter also made provision for trust funds for the children and to pay for what will inevitably be a substantial inheritance tax bill at some stage in the future. Hear how Xplan has driven profitability and helped them achieve their growth objectives.
Charter recommended protection, using the savings in mortgage interest and in line with a set budget, to ensure that our family’s income would be maintained in the event of my death or Janet’s, or if we suffered ill-health.
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