Our Team
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Christopher Lock Dip PFS, Director
Tel. 01932 254032
Mobile. 07973 123987
Email. chrischarterhallassociates.com
Mobile. 07973 123987
Email. chrischarterhallassociates.com
Christopher Lock, the principal has over 30 years of experience in financial services and has been acting as an independent adviser since 1986. He thoroughly enjoys meeting new clients and helping them achieve their goals. Living locally in Walton on Thames, Christopher says " Whenever I go in to town, I usually run into several clients".
Professional Examinations
Diploma Pensions & Retirement Planning
Diploma Investments Principles, Markets & Environments
Diploma Financial Planning
Diploma Mortgage Advice
Certificate in Long Term Care
Certificate in Equity Release
Professional Examinations
Diploma Pensions & Retirement Planning
Diploma Investments Principles, Markets & Environments
Diploma Financial Planning
Diploma Mortgage Advice
Certificate in Long Term Care
Certificate in Equity Release
Anne Busby, Administrator
Tel. 01932 254032
Email. annecharterhallassociates.com
Email. annecharterhallassociates.com
Anne ensures the smooth running of the office and provides administrative support to Christopher & David. Anne has been with Charterhall since 2006.