About 1st Chartered Financial Planning Limited

We provide bespoke financial planning to help you live the lifestyle that you want to live. We simplify the complexities of the financial world into plain English, so you can focus on yourself and the achievement of your goals.
1st Chartered is an Accredited Financial Planning firm based in Euxton near Chorley, Lancashire. We’re on a mission to tell you the truth about money and what it can do for you. With decades of combined experience within the financial services industry, our team holds some of the highest qualifications offered by the profession. We’ve helped dozens of clients implement full financial plans, setting them on track to reach their long term financial goals.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Group pensions
  • Group income protection
  • Group private medical insurance
  • Group protection

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