Important Update from Chartered Financial Management (UK) Ltd

We are writing this to inform you of an exciting development relating to the future ownership of Chartered Financial Management (UK) Ltd. 

During the last few months we have been exploring the possibility of forging a closer working relationship with the Fidelius Group.  The outcome of these discussions is that we are now pleased to announce that on 9th June 2020, Chartered Financial Management became part of the Fidelius Group of companies.

We sincerely believe this will bring a number of longer-term benefits to our clients, but wish to assure you that we do not expect any change to the culture of our firm, our relationship with you, or indeed the services that we currently provide.  We remain as focused as ever on delivering exceptional service to all our clients.

For further information on the background to this development, please read our ‘Frequently Asked Questions’ document.  Fidelius will also be writing to you shortly to introduce themselves and provide further details.    

Naturally, should you have any immediate questions or concerns we would be delighted to hear from you.

With best wishes

Yours sincerely

Jon Marshfield FCII, Director Russell Butts DipPFS, Director

Posted on June 11th 2020

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