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Charter Financial Planning | North West Financial Planners

North West Financial Planners

http://www.cfpllp.com/

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CONTACTS AT CFPLLP.COM

Charter Financial Planning LLP

Susan Counsell

3 Ferry ●●●●●●●●ice Park

Pr●●on , Lancashire, PR2 2YH

GB

44.1●●●●6800
44.1●●●●6801
sc●●●●●●●@charter-partnership.co.uk

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John Platt

Unit 14 South Pr●●●●●●●●●●●●●●●●lage Cuerden Way

Pr●●on , Lancashire, PR5 6BL

GB

44.01●●●●●57980
44.01●●●●●57983
ac●●●●●●@accessarea.co.uk

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Access Area Ltd

John Platt

Unit 14 South Pr●●●●●●●●●●●●●●●●lage Cuerden Way

Pr●●on , Lancashire, PR5 6BL

GB

44.01●●●●●57980
44.01●●●●●57983
ac●●●●●●@accessarea.co.uk

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Charter Financial Planning | North West Financial Planners | cfpllp.com Reviews
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9 what we do
10 lifetime income planning
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Charter Financial Planning | North West Financial Planners | cfpllp.com Reviews

https://cfpllp.com

North West Financial Planners

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1

Our approach to investment | Charter Financial Planning

https://www.cfpllp.com/what-we-do/our-approach-to-investment

Our approach to investment. Who we work with. Our approach to investment. When it comes to investing our clients’ hard earned money, we have something of a no nonsense approach. Maybe that’s our Lancashire heritage. We are not flavour of the month investors and our thirty years’ experience has shown us time and again that, if it looks too good to be true . it probably is. We believe in STRATEGY, not fashion. The fundamentals of our approach to investments are:. We will not invest our clients’ money in an...

2

Charter Financial Planning | North West Financial Planners

https://www.cfpllp.com/news

Our approach to investment. Who we work with. Britain Takes Back Control. Or Does It? This is our report on the result of the UK’s Referendum on continuing EU membership and its likely consequences. It was written over the weekend of 25th/26th June and completed […]. Introduction It was famously said that ‘all roads lead to Rome.’ In British politics, all speeches currently lead to the EU Referendum. George Osborne’s Budget speech, delivered on Wednesday March […]. Optimising the risk return trade off.

3

Lifetime income planning | Charter Financial Planning

https://www.cfpllp.com/what-we-do/lifetime-income-planning

Our approach to investment. Who we work with. When working with you, Lifetime Income Planning. Underpins everything we do, click one of the stages on the right to find more. 1 – Getting to know you. 2 – Analysis and research. If jointly we agree to move forward, we will then provide a full analysis of your existing financial arrangements and research into how best to achieve your goals, including investment and tax planning where appropriate. 3 – Recommendations. 4 – Implentation. 5 – Review.

4

Specialist services | Charter Financial Planning

https://www.cfpllp.com/what-we-do/specialist-services

Our approach to investment. Who we work with. Estate and Trust Planning. For many clients Lifetime Income Planning. Ensuring life assurance and pension arrangements are written under trust is a simple and very effective way of minimising Inheritance Tax.Clients with larger and more complicated estates may require more complex planning. We have the expertise and the experience to provide the necessary advice and to implement the solutions. For limited company directors –. Share purchase arrangements and c...

5

People | Charter Financial Planning

https://www.cfpllp.com/who-we-are/people

Our approach to investment. Who we work with. Our Directors (click on name for profile). FPFS, LLB (Hons). Our Key Staff (click on name for profile). Barry Woolley, Dip FA. Direct dial: 01772 326802. Prior to forming the business in 1981 that would evolve into Charter Financial Planning, Barry held a senior managerial position with, as it was then known, Hambro Life and prior to that had worked for two major insurance companies Standard Life and Guardian Assurance. Deborah White, Dip PFS. Divorced, with ...

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