Our Five Steps

You'll be as comfortable with the process as you are with the solution.

1. INTRODUCTORY MEETING

Having worked for many years with business people and individuals with similar financial needs and goals as yourself, the team takes the time to get to know you and makes sure you feel comfortable with their approach, which always comes with a smile.

2. PLANNING FOR SUCCESS

The team will ask you to complete either a business or personal questonnaire, that will help us to clearly understand you personally, your circumstances. It will help us develop a master plan for you.

3. PRESENTATION

At Charter House our team will evaluate and review all aspects of your requirements, and develop a clear, simplified plan for your review. We will take the time to discuss the details to ensure you are completely comfortable our proposal and make any adjustments necessary to accommodate your objectives and lifestyle.

4. IMPLEMENTATION

Following your agreement, we start the implementation of your plan and help you select suitable funding that will make your plan work for you. Once implanted, your investment portfolio is reviewed quarterly, semi-annually or annually depending on your preference. At Charter House we are actively looking after your investment.

5. ALWAYS A PHONE CALL AWAY

At Charter House your investments are our business and our goal is to deliver to our clients peace of mind.