We help clients identify “Their Number”. That is the amount of money required to achieve and maintain their desired lifestyle without the fear of ever running out of money or dying with too much!

1st Chartered is a financial planning firm specialising in comprehensive, holistic financial planning that helps clients to achieve financial freedom.

We are one of the most highly qualified financial planning companies in the North West and have been accredited with Corporate Chartered Financial Planner Status and Accredited Financial Planning Firm title by the IFP. Sylvia Bentham, the Managing Director, has also been accredited with ISO 22222, the British Standard for financial planners along with the International standard “Certified Financial Planner” Status

We help clients identify “Their Number”. That is the amount of money required to achieve and maintain their desired lifestyle without the fear of ever running out of money – or dying with too much!

Financial Planning, Pension, Cashflow Modelling, Trust, Taxation, Protection, Investment, Lifestyle Planning, Budgeting, Inheritance Tax Planning.

1st Chartered Financial Planning Ltd is located in the Chorley area of Lancashire. There are at least 19 other listings in the PR7 postcode area.

Accountants in Lancashire PR7

Number of Employees: 2-10

• Chartered Accountants
• Investment and Financial Advice