Charcol
Holden Meehan Company Information
About
The Charcol Holden Meehan Company
Background
Charcol Holden Meehan was formed in 1986 by former partner Peter
Holden and current managing director Pat Meehan. They have successfully
grown into a high profile and well respected organisation that is
at the forefront of independent financial planning. The Charcol
Holden Meehan Partnership was incorporated on January 1st 2000.
Charcol Holden Meehan are run by a team of Directors that put client
relationships as a priority. They believe that financial planning
is a lifetime job and are available for their clients at every step
of their financial journeys.
What
Do Charcol Holden Meehan Do?
Charcol
Holden Meehan are authorised to give advice on most aspects of personal
finance, including pension planning, short and long term savings,
and most types of capital investment and portfolio management.
They
are well known within the financial services industry for being
at the cutting edge of regulatory issues, for regular comments on
financial services in the media, and for being the largest independent
adviser on ethical and environmental investment. They have produced
several editions of “An Independent Guide to Ethical and Environmental
Investment” and they have consultants who specialise in this
field.
Tailored
Services
Their client managers operate out of their offices in Holborn, London
and Clifton, Bristol and will provide an on-going service that allows
your finances to be tailored to your needs, lifestyle and circumstances.
Holistic Approach
Charcol Holden Meehan takes a holistic approach to financial management,
and your consultant will agree appropriate strategies with you in
plain English - clearing the complexities of the industry jargon
and the legislation surrounding some products.
Their
unique Risk Based Approach to investing will ensure that you are
always confident that the products they recommend are suitable for
you. Charcol Holden Meehan are authorised and regulated by the Financial
Services Authority and as such are bound by its rules. They also
have an in-house Compliance Team to ensure that the highest standards
of integrity and competence are maintained.
Charcol
Holden Meehan Limited is authorised and regulated by the Financial
Services Authority and a member of the General Insurance Standards
Council
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