Business Details
Independent Financial Advisers in Wellington
Chartered Independent was founded on the principle that financial planning should be tailored to individual needs, ensuring clients can navigate life's complexities with confidence. Our team of Chartered Financial Planners brings decades of combined experience, offering independent advice grounded in rigorous professional standards. We specialise in creating bespoke investment portfolios, retirement strategies, and wealth management solutions, prioritising transparency and long-term client relationships. Our approach combines strategic asset allocation with a deep understanding of client risk tolerance, ensuring solutions evolve alongside changing life circumstances.Recognised for our commitment to ethical practice, we adhere to the Chartered Insurance Institute's code of conduct, maintaining our status as an Appointed Representative of Best Practise IFA Group. With offices in Shropshire and Staffordshire, we serve private and corporate clients, providing accessible expertise through both in-person consultations and digital tools like our client app. Our track record of client testimonials highlights our ability to simplify complex financial concepts, delivering consistent support from initial consultation to ongoing portfolio management.
Services
Discretionary Service
Trust Solutions
Pension Advice
Investment Management
Financial Planning
Highlights and features
- We offer Chartered Financial Planner expertise with over 20 years of combined experience
- Our bespoke investment portfolios adapt to evolving client needs
- We provide transparent fee structures with no hidden charges
- Our team holds regulatory approval from the Financial Conduct Authority
- Clients benefit from our award-winning client app for document management and financial tools
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority
What people say
Exceptional help
Clear explanations
Knowledgeable advisor
Professional service
Ethical approach
Services
Discretionary Service
Our discretionary investment service creates bespoke portfolios aligned with client objectives and risk tolerance. We combine strategic asset allocation with ongoing market analysis to optimise returns while maintaining appropriate risk levels. Clients benefit from professional day-to-day management without needing active decision-making involvement.
Trust Solutions
We design trust structures to preserve wealth across generations, including Beneficiary Protection Plans and Loan Trust arrangements. Our solutions focus on tax efficiency, asset protection, and controlled distribution strategies tailored to family circumstances and inheritance goals.
Pension Advice
Specialist pension consolidation services help clients simplify multiple retirement funds into coordinated strategies. We provide regulated advice on retirement income options, tax-efficient withdrawals, and lifetime pension management aligned with individual circumstances.
Financial Planning
Comprehensive financial planning covers short, medium, and long-term objectives. We help clients define investment horizons, assess risk appetite, and implement diversified strategies across cash savings, equities, and fixed-income instruments to meet specific life goals.
Client App
Our mobile application provides secure document management, financial calculators, and tax tables. Clients can upload supporting documents, access digital magazines, and maintain secure communication with their advisory team through this integrated platform.
People
Gavin Roberts
Chartered Financial Planner
Gavin combines Chartered status with extensive experience in wealth management, specialising in creating tailored investment strategies that align with client life goals and risk profiles.
Mark Boyce
Chartered Financial Planner
Mark specialises in pension consolidation and retirement planning, known for simplifying complex financial concepts while maintaining ethical investment approaches that match client values.
Questions
What financial services do you specialise in?
We specialise in discretionary investment management, pension consolidation, trust solutions, and bespoke financial planning tailored to individual risk profiles.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of financial well-being, investment objectives, and risk tolerance to create customised portfolios and long-term strategies.
Are your financial planners qualified?
Our advisers hold Chartered Financial Planner status through the Chartered Insurance Institute, representing the profession's highest standards.
How can I access my account information?
Clients can use our mobile app for document uploads, financial calculators, and secure client login functionality.
What regulatory protections exist?
We operate under Financial Conduct Authority regulation and clients have access to the Financial Ombudsman Service for dispute resolution.
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