Charterhouse Portfolio Management Limited
aka Charterhouse Portfolio Management Limited
Authorised
FRN 300320
Contact & Location
Address
Crockers Ash House, Ross-on-Wye HR9 6DS, UKMore advisers in Herefordshire, County ofOpening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulated Services
Pension Transfer Advice
Pension Advice
Credit Broking
Investment Advice
Regulatory Information
- FRN
- 300320
- Status
- Authorised
- Date Authorised
- 31 October 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (12)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04248088
- Company Status
- Active
- Incorporation Date
- 9 July 2001
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 July 2025
- SIC Codes
- 64999
Team (2)
Anthony Tristan Renfree
ApprovedCertifiedMark Howell Richard Williams
Certified
Quick Facts
- Ross-on-Wye, West Midlands
- 21 years FCA-authorised
- 3 registered individuals
- 4 specialisms
- 12 FCA permissions
- CH 04248088
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.