1st Chartered Financial Planning Ltd

Charter House 171a Wigan Rd, Euxton, Chorley, PR7 6JH Directions

   Closed today Open Monday 09:00 - 17:30

Business overview

1st Chartered is a financial planning firm specialising in comprehensive, holistic financial planning that helps clients to achieve financial freedom.

We are one of the most highly qualified financial planning companies in the North West and have been accredited with Corporate Chartered Financial Planner Status and Accredited Financial Planning Firm title by the IFP. Sylvia Bentham, the Managing Director, has also been accredited with ISO 22222, the British Standard for financial planners along with the International standard “Certified Financial Planner” Status.

We help clients identify “Their Number”. That is the amount of money required to achieve and maintain their desired lifestyle without the fear of ever running out of money – or dying with too much!

Products & Services

Financial planning

Investments

Independent financial advisers

FCA regulated

Pensions

Tax planning

Retirement planning

Estate planning

Inheritance tax planning

Lifestyle planning

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