the benefits

the benefits

1st Chartered has been developed to deal with the demands of clients with significant assets and more complex affairs who are looking for a strong relationship with their adviser.

There are thousands of financial products available and expert guidance is essential. But to guide you we must clearly understand your needs, requirements and aims.

Inappropriate financial advice can cause infinite financial damage and can only be avoided by dealing with us on a continuous, long-term basis so that we are able to thoroughly get to know and understand you.

The benefits:

Regular Lifestyle Review

Regular Strategy Review & Financial Check Up

Regular Portfolio Management Reports

Participation in our Annual Private Client Seminar

Regular Private Client Publications

Small Business Growth & Management Briefings

Better Lifestyle Briefing

Access to account information and investor education material


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