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 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.

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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


Services for individuals

Personal financial planning for everyone

How can we help?

Services for businesses

Helping add true value to your business

Working together

Latest news

For our latest news and views visit our news page.

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New strategic partnership

New strategic partnership

08 August 2019

Pacific Asset Management announces a strategic partnership with Zen Wealth LLP, an award-winning Wealth Management firm founded in 2012.

Spring statement 2019

Spring statement 2019

15 March 2019

Philip Hammond, the Chancellor of the Exchequer, delivered his Spring Statement 2019 to Parliament on 13 March. Set against continuing uncertainty over Brexit and just hours before MPs were due to vote on whether to exit the EU without a deal, Mr Hammond devoted much of his speech to the possible effects that leaving the European Union could have on the UK’s finances.

Building trust & delivering value

Building trust & delivering value

02 January 2019

Chartered Financial Management (UK) Ltd investment partner’s Pacific Asset Management (PAM) were recently invited by The Investment Association (IA) to produce a short film with ITN for the ‘Building Trust and Delivering Value’ series.

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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