Charteris Treasury Portfolio Managers Limited

Name: Charteris Treasury Portfolio Managers Limited
Address: AMP House, 4th Floor Suite 10, Croydon, CR0 2LX, GB
Telephone: 020 7220 9780
Price range: $$

aka Charteris Treasury Portfolio Managers Limited

Authorised FRN 114952

About

Skip to content Award winning expertise with a personal touch One of the few boutique wealth managers in the UK to run its own specialised funds, Charteris has been providing its private clients with an investment edge since 1984. We re independent in our thinking, driven in our actions, and singularly focused on you. We have had this recognised by being awarded with Citywire Wealth Manager s...

Source: charteris.co.uk

Contact & Location

Address

Suite 10, 4th Floor, AMP House, 1 Dingwall Rd, Croydon CR0 2LX, UK

More advisers in Croydon

Phone

020 7220 9780

Website

charteris.co.uk

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Opening 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

Wealth Management Investments Alternative Investments Pensions Retirement

Regulatory Information

FRN: 114952
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (9)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Safeguarding and administration of assets (without arranging)
✓Managing investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Advising on P2P agreements
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 01830771
Company Status: Active
Incorporation Date: 6 July 1984
Directors: 3
Accounts Category: Full
Last Accounts Filed: 30 September 2025
SIC Codes: 66300

Team (15)

Marion Helen Williams
Approved
Moritz Langlotz
Approved
Ian Robert Williams
ApprovedCertified
Derek Edward Gawne
ApprovedCertified
Colin Moir William Robertson
Certified
Jonathan Morgan
Certified
Christopher Peter Edwards
Approved
Richard Murray
ApprovedCertified
Matthew Taylor
ApprovedCertified
Michael Francis Daldry
No longer required
Daniel James David Lincoln
Certified
Terence Michael Farrow
Certified
Mehrdad Yousefian
No longer required
Richard Wayne De Larrinaga Harper
Certified
Russell Gerald Lowes
Certified

Quick Facts

Croydon, London
24 years FCA-authorised
20 registered individuals
5 specialisms
9 FCA permissions
CH 01830771

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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.