Advice for Life

Chartered Financial Management (UK) Ltd

We are financial management and financial planning professionals for both individuals and businesses, with over 30 years of industry experience.

Our close-knit team are highly qualified, knowledgeable and passionate people, committed to delivering our clients a lifetime service of quality, independent financial planning and advice, with a human touch.

We believe that financial planning is for everyone. We offer an array of financial services, from an investment management service, a variety of portfolios and pension planning to name but a few. Our dedicated and talented team will be delighted to assist you with whatever you require.

Our core values underpin everything we do at Chartered Financial Management, encompassing integrity, clear communication and peerless professionalism in the financial services industry. We are confident we can deliver impeccable advisory services tailored to you at competitive fees.

Alongside our head office in King Square in Bridgwater, Somerset, we have Chartered Financial Management offices in Bath and London for client meetings, so we are never out of reach.

Learn more about Chartered Financial Management


We have always found the Chartered Financial Management team to be utterly professional, provide excellent value and, most importantly, able to translate complex financial information into easy to understand, plain English. This makes it very easy to trust their advice and I have no hesitation in recommending them to friends, family and anyone looking for sound and friendly financial advice.
- Mr M. Hill


Financial Services for individuals

Personal financial planning for everyone

How can we help?

Financial Services for businesses

Helping add true value to your business

Working together

Latest news

For our latest news and views visit our news page.

View all financial news

How sustainable is your portfolio?

How sustainable is your portfolio?

11 August 2020

Increased investor focus on environmental, social and governance considerations

Retirement freedoms

Retirement freedoms

04 August 2020

Ensure your future income will allow you to enjoy the lifestyle you want

Financial fallout from COVID-19

Financial fallout from COVID-19

28 July 2020

Impact on the nation’s wealth and financial security

Please get in touch

If you would like to explore our range of services further, please contact our office where one of our staff will be very happy to arrange a meeting with one of our financial planners.

We make no charge for an initial meeting and you will be under no obligation to enter a working relationship with us unless you wish to do so. 

Contact us here

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