Our History
Long History Of Commitment. Proven Expertise.
Charteris was established in 1984, to provide financial services to private clients in the West Country. It remained a purely local business until the current management team took over in 2002, with the intention of expanding the firm towards creating a private client business able to compete with industry giants.
Our unique approach to investment has stood the test of time.
A large number of our clients and their families have been with us for generations, and most of our team members have a long-standing association with the company. Our truly bespoke service is steeped in tradition, yet we remain focused on the future, as we apply state-of-the-art technological solutions to the challenge of keeping investors informed and constantly improving our offer.
Charteris and its leadership team have received numerous industry awards throughout their careers.