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Charters Private Wealth

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Stratford-upon-Avon, United Kingdom

charterswealth.co.uk
Financial planner· Financial Services

Charters Private Wealth Reviews | Rating 5 out of 5 stars (6 reviews)

Charters Private Wealth is located in Stratford-upon-Avon, United Kingdom on 2 Shottery Brook Office Park, Timothy's Bridge Road. Charters Private Wealth is rated 5 out of 5 in the category financial planner in United Kingdom. At Charters Private Wealth, we believe exceptional financial planning is achieved through highly personal, face-to-face advice. Our friendly and approachable team can help you answer some of life’s really big questions, such as: At what age will I be able to retire? When can I afford to stop doing what I no longer particularly enjoy and start doing more of the things I love instead? Am I taking too much risk with my investments? Would my family be able to cope without me? How can I reduce my tax liabilities? Can I sell my business? With our help, you can be in total command of your financial affairs—for the rest of your life. www.charterswealth.co.uk | T: 01789 263 888 | E: [email protected]

Address

2 Shottery Brook Office Park, Timothy's Bridge Road

Phone

+44 1789263888

Company size

1-10 employees

Headquarters

Stratford-upon-Avon, Warwickshire

Amenities

Toilets

Accessibility

Wheelchair-accessible entrance

Open hours

...
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H

Hadleigh Burns

Mike Harvey and Charters Private Wealth are experts in all that they do. Mike always goes the extra mile to ensure that all products all fully explained and in easily understood language. I would have no hesitation in recommending Charters Private Wealth.

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Charles Lovell

Mike has dealt with my pension for over 10 years and has always done a brilliant job. I would have no hesitation recommending him to family and friends. - John T Harris

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Martin Bradbury

We were recommended to Michael by a friend initially for some advice around my pension. Following our initial meeting with Michael we agreed to undertake the wider family roadmap service which has proved to have had some immediate financial benefits and identified some gaps in other areas which needed to be addressed. Experience so far has been excellent and we continue to work with Michael on an ongoing basis.

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Meg Glover

On behalf of Iain Johnson, Michael has provided me with Financial advice which has highlighted key areas that need to addressed as well as successful routes to take. I highly recommend his services and thank him for what he has assisted me with so far

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Heather Right

Michael has been my financial adviser for 6 years now. He has made what can be a very daunting, time consuming task, incredible easy for my husband and I. After meeting with Michael I always feel valued, listened to and there is a mutual trust which I feel is incredibly important. He made dealing with my finances, dare I say it, enjoyable. My family and I have peace of mind that our plans for our future are in place and that takes a massive strain off of us. Can not recommend highly enough.

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Toby Harper

Mike has helped me with many things over things over the years, from investment advice to life insurance. I highly recommend Mike to all.

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