Charterbridge Private Financial Planning

Charterbridge Private Financial Planning provides independent financial advice, focusing on lifestyle financial planning, investment, wealth management, and pensions advice. They assist clients in developing financial strategies.
  • Tax Planning
  • Pensions Advice
  • Investment Advice
  • Wealth Management
  • Financial Planning
  • Protection Services

Size
Small
Phone
N/A
Email
N/A
Locations
1 Silver Street, BS35 2FN
01454412222
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Charterbridge Private Financial Planning is operated by Rosemount Financial Solutions (Ifa) Limited and is a Active company incorporated on 9 January 2006 with the registered office located in Basingstoke, Hampshire. Rosemount Financial Solutions (Ifa) Limited was registered 19 years ago.

Status
Active
Size
Small
Directors
1
Age
19 years old
Employees
23
Turnover
Unreported
Total Assets
£2.81M
Cash in Bank
£1.29M
Total Liabilities
-£1.06M

Director • PSC • British • Lives in England • Born in Mar 1961
Teams
All
1
Lifestyle Financial Planner • Joined Jul 2012