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T: 0141 611 7312
E: mail@chartermarque.co.uk

Services

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At Chartermarque our particular specialism is pensions and we provide advice to both individuals and companies on a wide range of related issues including pension transfers, self invested personal pensions and Flexi-Access Income Drawdown.

. When it comes to the investment of your pension funds, ISA’s and other assets we can advise you on the most appropriate asset allocation strategies to match your circumstances, objectives and risk profile as well as identifying the ‘best of breed’ from the range of available collective investment funds within each asset class.

These days personal investments (including pensions) are increasingly held on electronic trading platforms and we can also advise on which one is right for you.

 

. We tailor our financial planning service to meet your individual needs or those of your business. We can be engaged on either a one-off basis to address a single issue (such as the consolidation of various pension pots or Inheritance Tax planning) or to carry out a comprehensive and ongoing financial review.

We utilise the latest technology in the form of the market leading Voyant future cashflow planning software to ensure that your long term financial goals are achievable.