Charterhouse Portfolio Management

Charterhouse Portfolio Management Limited stands out amongst the UK's leading independent financial advisory firms. We provide a holistic approach to wealth management, financial planning, and corporate benefit consulting. With over three decades of experience, our team of qualified professionals possesses the expertise and resources to guide individuals and businesses towards achieving their financial goals.

Our Mission

Our core philosophy revolves around building lasting relationships with clients through open communication, jargon-free explanations, and a comprehensive understanding of their unique financial circumstances. We believe in taking a holistic approach to planning, encompassing all aspects of your financial life, including investments, tax, estate planning, and retirement planning.

Understanding Your Needs

Every individual and business has different financial goals and objectives. That's why we take the time to listen and understand your unique needs. We believe in a collaborative approach to financial planning, working alongside you to define achievable goals, establish a roadmap, and implement strategies to achieve them.

Our Services

Our comprehensive services include:

Wealth Management

• Personalized investment planning and portfolio management
• Regular reviews and performance analysis
• Tax optimization strategies
• Inheritance and estate planning

Financial Planning

• Comprehensive financial needs assessment
• Goal-setting and financial planning
• Retirement planning and analysis
• Risk management strategies

Corporate Benefit Consulting

• Employee benefit plan design and implementation
• Retirement plan consultations
• Executive compensation planning
• Pension scheme reviews and optimization

Our Expertise

Our team comprises highly qualified and experienced individuals, including:

• Tristan Renfree FPFS, DipPFS (DM), Cert CII (MP&ER) - Chartered Financial Planner and Fellow of the Personal Finance Society with over 30 years of experience.

A Commitment to Excellence

We are committed to providing exceptional client service and upholding the highest ethical standards. Our team holds industry-leading qualifications and stays abreast of the latest financial regulations and planning strategies. We are also proud to be recognized for our expertise, recently featured in The Sunday Times list of UK's Top 250 Independent Financial Advisors.