Privacy Policy

Who we are

We are Charterhouse Financial Limited, Registered as a Company in England & Wales with Registered Office address 5 Eastgate Business Centre, Eastern Avenue, Burton-On-Trent, Staffordshire, England, DE13 0AT. Company Registration Number 12836131.

Our website address is: https://charterhouse.group.

What personal data we collect and why we collect it

Contact forms

Our contact form requests your name, email address and a text field containing a message. This information is purely for understanding the enquiry and having the basic information required to follow up your enquiry. Information sent via our contact form is not stored on the website or on any database. It is sent via email to hello@charterhousegroup.com.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Insights

The Importance of Starting to Save Early

The Importance of Starting to Save Early

How much do you need for retirement?

How much do you need for retirement?

Supporting Women in Financial Literacy and Investment

Supporting Women in Financial Literacy and Investment

30s Planning

The importance of Financial Planning in Your 30s

What's this all about risk

Investment risk basics

Financial literacy

Financial literacy

live on air

Live on air – behind the scenes with our planner Rachel Edwards

Scott Dunning wins at the CEO of the Year Awards

We’re for the SMEs.

And for business advice that’s anything but samey.