Christopher Lock Email and Phone Number

We guide clients through the maze of financial products to ensure they are able to achieve financial security, which has been built upon our personal dedication and commitment to provide the most professional service we can, to all of our clients.At Charterhall we find that many clients have accumulated various Pension and Investment Plans throughout their working lives and are unsure if these products are the correct product to meet there current needs. A lot has changed in the industry in particular to charges which have reduced, providers offering a greater investment choice and a more modern approach encompassing the latest reforms. We offer a service which is free of charge in establishing if your current arrangements are obtaining the best for you in terms of Investment Return, that Charges are fair and that your plan offers the most flexibility in accessing the funds when they are needed in a tax efficient manner.If you would like us to give you the peace of mind on your existing arrangements and keep you up to date with the performance of your arrangements please feel free to give us a call.