About us.
At Charterhouse Financial, we’re dedicated to transforming financial futures with cost-effective personalised solutions. We’ll start by giving you smart but straightforward advice, casting an experienced eye over the market, providing you with jargon-free strategic insights and innovative solutions that will enrich your future and provide long-term financial wellbeing.
Our mission is smart, but simple:
To provide you with an exceptional experience, thinking beyond numbers to empower you to achieve your dreams while optimising your resources.
Your financial future, it’s all about understanding you!
Drawing on our resources and knowledge from right across the Charterhouse Group, to align with your aspirations and meet your goals.
Our start point is you. We believe in investing the time in getting to know where you are now financially and more importantly, where you want to be. Then, we use our knowledge of the markets and drawing on our resources and knowledge from right across the Charterhouse Group, to align with your aspirations and meet your goals.
Enquire NowOur People
Rachel Edwards
Financial Planner
Whether your ultimate aim is wealth accumulation, retirement tranquillity or a legacy for future generations, Rachel will help you chart a course towards lasting financial success. With her planning acumen and a commitment to fulfilling your financial aspirations, she’ll be your super-supportive and knowledgeable partner, working with you on a tailored roadmap that will lead to a smart and secure financial future.
