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SERVICES
Accident & Sickness Insurance
- Permanent Health Insurance (PHI)
- Critical Illness Insurance
- Long Term Care Insurance
Corporate Services
- Key Man Assurance
- Shareholder & Partnership Protection Insurance
- Executive Pension Plans
- Small Self Administered Schemes (SSASs)
- Group Pension Planning (Group Pensions)
- Group Death in Service & PHI Plans
- Group Medical Insurance Plans
Inheritance Tax Planning
- Advice Available In All Areas in Inheritance Tax Planning
Investment Planning
- Lump Sum & Regular Savings Plans - Investment Bonds,
OEICS, Unit Trusts and Investment Trusts
- Personal Equity Plan Transfers (PEPs) and Individual
Savings Accounts (ISAs)
- Investments Offshore
Life Assurance
- Convertible Term plans
- Mortgage Protection plans
- Term Assurance & Whole of Life plans
Mortgage & Re-Mortgage Services
- Buy to Let Mortgages
- First Time Buyers and Movers Mortgages
- Remortgages for Home Improvements, Debt Consolidation etc
Retirement Planning
- Income Drawdown & Phased Retirement
- Pension Transfers
- Personal Pensions
- Stakeholder Pensions
The FSA do not regulate some forms of Mortgage, Offshore
Investments or Inheritance Tax Planning
Your home may be repossessed if you do not keep up payments on your mortgage.
Chartered Financial Management (UK) Ltd
is authorised and
regulated by the
Financial Services Authority under reference 457900.
Registered Office : 1A King Square. Bridgwater, Somerset TA6 3DG United
Kingdom
Chartered Financial Management (UK) Ltd
incorporated in England No. 5934754
A List of Directors is available from the registered office.
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