Find out more about our approach to helping people on their financial journey

Here at 1st Chartered, all our advice is focused on helping to organise our clients’ finances so they can achieve their dreams and goals. We’re financial planners but financial planners with a difference.

True lifestyle financial planners

We describe ourselves as lifestyle financial planners in the truest sense of the words. This means we like to help our clients visualise what they really want life to look like in the future and then, with the right type of financial planning, help them fund that particular lifestyle.

As someone who works in professional services, your clients may well have very similar requirements to the ones we’re fulfilling for our clients all the time. You no doubt come across many other financial advisers in your day to day dealings but we believe our approach is a little different from that of traditional IFAs.

Our expertise is also backed up by our Accredited Financial Planning FirmTM status and our specialist advice is designed to complement the service of other sectors when it matters most.

Working together …?

We would love to be able to help your clients too with our kind of lifestyle financial planning. We always enjoy working alongside other professionals, who share a similar philosophy to our own.

If you would like to find out more about how we could work together, please request a brochure by completing the form below, or if you would be interested in meeting up to discuss the opportunity, do contact us.