Charter Nib logo Charter Partnership
3 Ferry Road Office Park, Preston PR2 2YH
Tel: 01772 326800 Fax: 01772 326801 Email:
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Charter Partnership Staff

The Charter Partnership comprises Charter Financial Planning and Charter Insurance Brokers Limited, which together offer an all-embracing financial and risk management service to our private and commercial clients.

With a reputation for excellence in all aspects of insurance and financial planning that has been established over twenty years, the Partnership is able to serve the changing needs of our clients across a broad spectrum.

Having conducted business from the commercial heart of the City of Preston since 1982, we recently moved to purpose built offices in Preston’s Docklands.

Each company provides expert advice in its own field; both companies have a
single aim, to provide an outstanding professional service to our clients, whatever their financial needs.

Charter Financial Planning and Charter Insurance Brokers Limited are independent and both are authorised and regulated by the Financial Services Authority.

Treating Customers Fairly
Treating Customers Fairly (TCF) is THE hot topic in UK financial services. The Financial Services Authority (FSA) has indicated that it will specifically ask authorised firms how they embed this standard throughout their organisations.

TCF needs to be evident at all levels within firms and be seen to be addressed in areas such as product design, complaints handling and the treatment of customers by staff at all stages of their dealings with the firm. The partners and staff of Charter Partnership are committed to ensuring that TCF is a standard which is core to our Business Plan and embedded in our Mission Statement.

Mission Statement
Our overriding goal is to work in partnership with our clients to devise a complete solution to their financial and insurance requirements. We believe that we are here to provide independent professional advice. We recognise that our clients place their trust in us and we aim to repay that trust with sound judgement, expert advice and the highest possible quality of service that we can achieve.

Investors in People
We are delighted to say that Charter Partnership is an Investor in People having gained the necessary standard in December 2005. This reflects our commitment to achieving and maintaining the highest quality service for our clients from dedicated, well trained and well motivated staff.

In this, our 25th year, we intend to continue to improve the quality of our services and welcome your feedback.

Click to enter Charter Financial Planning

Charter Financial Planning is an independent financial adviser [IFA] specialising in wealth management strategies tailored specifically to individual client needs and aspirations.

We can tailor financial solutions for individual and corporate clients alike.

We offer a new approach to pensions and investments through our Tailored Asset Management service and advise many corporate clients on SSASs and SIPPs, in the run up to Pension Simplification in April 2006.

Charter Financial Planning offers a full financial planning service, including family & business protection and tax & estate planning, in addition to having a specialist mortgage department.



Click to enter Charter Insurance Brokers Ltd

The principal objective of Charter Insurance Brokers Limited is to provide an outstanding professional service to its clients for all their insurance requirements. We are constantly expanding and developing our range of services to meet ever risk management requirements.

The servicing formula is tried and tested and our client base continues to grow as a result of recommendations from existing satisfied clients.

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inTouch newsletter [PDF]

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Find out how we do business and how we can help you by viewing our PDF format newsletter...

news update

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Take a look at our new company branding...

property ownership through pensions [PDF]

An article by Charter Partnership from Outlook, the Chamber of Commerce magazine...
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Authorised and Regulated by the Financial Services Authority