Company Information

Get to know Chartered Financial Advisors Ltd

Chartered Financial Advisors Ltd is an independent financial advisory firm based in Manchester, United Kingdom. Established in 2009, the firm has earned the prestigious "Chartered Financial Planners" title from the Chartered Insurance Institute (CII), signifying a high level of professionalism and commitment to ethical standards. Their mission is to deliver high-quality, personalised financial planning to help clients achieve their financial and lifestyle goals. The company specializes in a range of services including retirement planning, investment management, inheritance tax planning, and long-term care advice, focusing on building long-term client relationships.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Chartered Financial Advisors Ltd

United Kingdom

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.