Services

It’s time to protect your assets!

Our team of trained professionals provide world-class services in all matters of wealth management – from Offshore Banking and FATCA to trust and corporate services as well as everything in between.

 

We work with both private and corporate clients by using creative products and bespoke strategies to make your money work for you.

 

We are there every step of the way providing our clients with ongoing support in terms you can understand, to help you keep track of your investments wherever they are in the world, from wherever you are in the world helping you protect your future and the things that are dear to you.

Estate planning is one of the essential elements to your overall wealth management. A good strategy will ensure once wealth is earned it will remain within your family. A clear strategy created with your goals in mind will give you more control, securing your privacy, and preserving your capital for future generations.

• Inheritance Tax Planning • Wills • Asset Protection • Insurance • Trust & Corporate Structures

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At Chartercross we help companies of a variety advantageous structures to maximise efficiency and reduce costs of running a business.

Whether it be in setting up an offshore companies, establishing a corporate pension scheme, insuring key staff or reducing your foreign exchange costs we are able to offer simple impartial global advice.

 With record low interest rates in the world today it is not efficient for cash to sit on the balance sheet. We can offer international solutions to corporate clients to help navigate the way to a successful endeavor.

• Corporate Pensions • Corporate Forex Account • Group Savings Schemes • Insurance • Trust Formation • Fund Platform • Accountancy and Booking Keeping Services • Asset Management • Legal Services • Corporate Insurances

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Most people will seek a second opinion when it comes to matters of physical health. Wouldn’t it make sense then, to get a second opinion about your financial health? The Portfolio Management team at Chartercross can breathe new life into your investments and keep them performing at their potential.

• Savings & Investments • Asset Management • Existing Portfolio Management • Financial Planning • Education Planning • Currency transfer (Forex account)

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Retirement always seems as if it is a far-off goal, but every day that future gets closer. We all have dreams of living easy in our silver years, but for most of us it will remain only a dream if we do not take action towards it.

• Retirement for UK expatriates • Retirement for US expatriates • Pension Transfers • QROPS • QNUPS • SIPPS

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#SeriousAboutMoney

  • "Finally someone who brings understanding, clarity and humour to the world of investing. They manage to explain to non-financial people like me, key elements of what is on offer in simple terms, and make me feel comfortable about investing in schemes that I shave not ventured into before. Chartercross brings a personal element to the interactions and whilst at the same time keeps it very professional. All round good team!"

    Oliver Facey - VP DHL Express

  • "The Chartercross team assisted me in transferring both my military and personal pension into a QROPS. They provided first class service with impartial advice throughout the whole process. I would highly recommend Chartercross to anyone who is looking for pension & financial advice."

    Dean Pattrick - MixRadio

  • "They explained and assisted me the whole way through the process of combining my UK pensions into a managed fund under my control. Their professionalism and knowledge in these technical areas ensured that the whole process was successfully executed and they were open and approachable the whole time. I would, without hesitation, recommend Chartercross to anybody else in my position who is seeking pension advice "

    Andrew Holder – Technical Specialist Phoenix Business Support

  • "Chartercross are good financial advisors for private clients. They took the time to really listen and to understand my circumstances and talked through the details in a way which was easy to understand. I've found them to be friendly and trustworthy and they are a highly approachable, very professional team."

    Julia Lamb - Head of HR Bayer Business Services

Dedicated to changing the perception of wealth management sector Chartercross Capital Management

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