WELCOME TO
CHARTERED LIFE
Chartered Life Wealth Management Limited t/a Chartered Life has an experienced team of financial advisors, specialising in the areas of Retirement Planning & Investment Solutions for Individual & Corporate clients.
At Chartered Life, we strive to deliver the best financial outcome for our clients based on a clear understanding of each client’s unique circumstances.
We believe in a personal approach in working with clients to deliver innovative solutions to all their financial needs and goals. The firm has built its reputation on providing a client-focused service which combines technical excellence and commercial awareness.
Chartered Life Wealth Management Ltd. t/a Chartered Life is regulated by the Central Bank of Ireland
At Chartered Life, we strive to deliver the best financial outcome for our clients based on a clear understanding of each client’s unique circumstances. We believe in a personal approach in working with clients to deliver innovative solutions to all their financial needs and goals. The firm has built its reputation on providing a client-focused service which combines technical excellence and commercial awareness.
Individual Clients
Our advice is personalised to each client’s unique circumstances and we work closely with clients to deliver solutions to help meet their financial objectives. We continue to work with our clients to change and adopt the strategy as your business and personal circumstances evolve.
Chartered Life will always offer unbiased advice based solely on your specific requirements. We have long-standing collaborative relationships with all key investment firms, both global and domestic.
We dedicate our time, energy and expertise to help clients create a comprehensive financial life plan.
Corporate Clients
We help clients in the design, implementation and administration of their employee benefit program to ensure they meet the company’s requirements and to help to future proof your plan against pending legislative and regulatory changes.
We work with your employees to plan towards their retirement, to understand their options at the point of retirement and transition accordingly for life after retirement.
It is important to review your existing company or personal pension planning requirements to benchmark the investment performance and the charging structure against other providers in the market.
Clear, focused and expert advice
For more information on any of our services please contact us below.
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