| Clare Keogh |
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I want to thank you for taking care of my mortgage and other policies for me.
I will definitely contact you in the future if I need financial services, and I've passed your contact details to a few friends. Thanks again for everything. |
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| Bob Shire |
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You have now advised me on two significant financial matters, the re-investment of my (and my wife's) PEP/ISA holdings and the transfer from Norwich Union of a personal pension plan into a SIPP.
I want to place on record how satisfied I have been with both the quality of advice and administration for these two projects. You have helped me a lot through the complexities of transferring between plans and providers, and shown great patience with all my questions and demands. Above all I trust your honesty and integrity which to me is an extremely important attribute for an IFA.
I will have no hesitation in asking for your help and advice with future work concerning my finances. |
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| Jo Corbett & Richard Grafton |
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| Just a brief note to say many thanks for all your help and guidance in getting us on that ladder! Richard and I have now nearly finished unpacking and it's beginning to feel like home. Thanks once again. |
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| Dr B Rana |
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Cannot-thank-you enough in helping me buy my house and so quickly (plus all the other bits)
The house is just perfect and I will remember those who helped me achieve this with great fondness and of course will be in touch once I start saving money so that we can discuss investments. Many thanks again. |
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| B & C Folkard |
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Many thanks for your time and advice on Equity Release. As you are aware, this is a big decision for Chris & myself to take. We appreciate your frank approach in pointing out the cons as well as the pros, and we will need to deliberate long and hard before we commit to any further action.
We were particularly impressed by your professional and unpressurised approach and would not hesitate to recommend you to anyone who might be interested in obtaining financial advice. |
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Charterhall Associates Ltd is authorised and regulated by the Financial Services Authority. 
Website last changed: 01/07/2010
