Open an account
We offer fully discretionary wealth management services, and our sole aim is
to care for, preserve, and grow our clients’ wealth over the long term.
Open an Account with Charteris
Charteris provides investment management services through various products. On this page you can find all the documents for new Discretionary Investment Management, Personal Pensions (SIPPs), Charities, Trusts, IHT, family offices and ISA/JISA clients or look to transfer your existing account to Charteris. Please download and complete the relevant forms as advised by the team at Charteris, fill them out and return to us by post at:
Private client wealth Management
Our discretionary service allows you to delegate the day-to-day management of your portfolio to Charteris’ professional investment managers. Please download and complete the Investment Management Agreement and supporting documents to apply for an account.
Pensions - SIPP & SSAS
Your personal Self-Invested Pension Plan (SIPP) can be managed by Charteris offering a tax efficient way to save for your retirement.
For directors of small/medium sized companies, a Small Self-Administered Scheme (SSAS) provides a tax-efficient and flexible vehicle for retirement planning.
If you wish Charteris to become the discretionary manager for your SIPP or SSAS, fill in the details of your existing SIPP provider in the IMA form below and post to the above address.
ISAs / JISAs
Charteris are an ISA manager in its own right (Z1394 on HMRC database)
Individuals can currently invest up to £20,000 per annum a (tax) year into an ISA. Individuals under the age of 18 can currently invest up
to £9,000 per annum a (tax) year into a JISA. Either open a new account or switch your existing one to Charteris.
We can also manage AIM portfolios.
To see the Charteris Treasury Portfolio Managers presentation regarding our discretionary fund management side of the business please contact us via Phone (+44 (0)20 7220 9780) or Email us at firstname.lastname@example.org