Exciting future for Chartered Financial Management (UK) Limited

“We are delighted to announce that we will be working with innovative, market leading asset managers, Pacific Asset Management, to develop a dynamic, cost efficient and technology driven investment solution for our clients.”
As financial advisers we strive to deliver excellent client solutions which are often underpinned by the investment service we provide.  As technology and markets rapidly progress, we believe it is essential to add breadth and depth to our investment proposition. With this in mind, twelve months ago, we embarked on a significant review of our investment service and how this could evolve in the modern investment world.  

During the review, we sought to identify a partner that shares our “client first” ethos, culture, values and who can provide our business with additional resources and bolster our investment capabilities with world-class asset management expertise. We are delighted to announce that following the review we identified one asset manager in particular who stood out, Pacific Asset Management, who will now become a major part of our business. Pacific Asset Management is the core asset management business of Sir John Beckwith’s Pacific Investments Group who adopt an independent, innovative, modern and unbiased approach to investing.  All attributes we believe will help us deliver the best investment returns in the years ahead. You can discover more information about them at www.pacificam.co.uk.
We will both remain an integral part of the business and our core values, highly qualified staff, business name and existing office locations will not change, although we do plan to expand, particularly to new geographical areas.
This is a significant milestone in the evolution of our business and one that we feel will enable us not only to compete in a competitive market but also to be a leader within it.  We will keep you informed of these exciting developments, but if you have any immediate questions, please do give us a call.

Kind regards,

Russell Butts DipPFS

Jon Marshfield FCII

Posted on July 9th 2018

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