About Us And More....

Protecting Futures

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We have years of insurance experience helping clients prepare for the unknown. 

Ask us about:

  • Life Insurance
  • Critical illness
  • Income Protection
  • Home Insurance
  • Mortgages

We can access many other different insurances, in fact there isn't much we cant help with.

Assessing Need

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 No one knows your circumstances better than you but finding the right protection to secure peace of mind can be a bit of a mine field. We are on hand to not only find the right products but maintain contact to ensure each product remains relevant in the future. 

Building Trust

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 We understand the importance of trust between client and adviser.  We carry the ethos that we won't offer any product that we wouldn't be happy to consider ourselves.  With both having  families, financial obligations such as mortgages and experience in both employed and self employed roles we hope we would understand the needs of all our clients. 

Present and Future

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 The plan is simple. Taking what we've learnt and adapt it into a business which we can be proud of. Our intention is to bring back the friendly face of a local adviser to all of our prospective and existing clients. In an industry dominated by call centres we feel passionately about offering our clients the extra peace of mind that comes from a direct one to one relationship built on trust. 

As the business develops over time we want to establish Charter House as a trusted and respected local business offering honest solutions to customers financial needs.