1st Chartered Financial Planning Ltd
Charter House 171a Wigan Rd, Euxton, Chorley, PR7 6JH Directionshttps://www.yell.com/biz/1st-chartered-financial-planning-ltd-chorley-1235759/#view=map
Our location
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