Financial Services and Credit Guide

This Financial Services and Credit Guide is to help you decide if you want to use any of the financial services we offer.

Our Financial Services and Credit Guide contains information about:

  • Charter Financial Planning Limited, the company which authorises us to provide our services
  • Who we are
  • Our services and the process we follow to give you quality financial planning advice
  • What to do if you are unhappy with the services you receive from us, and how to complain
  • How we are paid
  • Our relationships that could influence the advice we give you

Click to download our Financial Services and Credit Guide