Wealth management business launches in Thornbury (From Gazette Series)

Wealth management firm Charterbridge Private Financial Planning launches in Thornbury

4:30pm Tuesday 22nd January 2013 in News By Marion Sauvebois

A WEALTH management business has launched in Thornbury creating three new jobs.

Charterbridge Private Financial Planning has opened its doors on Silver Street and its trio of experts in law, accountancy and investment is now on call to advise townspeople.

Founder Allan Bullock, who has over 21 years of experience working in the financial planning sector, ran a senior partner practice with Cirencester-based St James’s Place for 17 years before setting off on this new venture.

He said: "I’m absolutely delighted to be launching my new business here in Thornbury. We are a wealth management company with an aim to raise the quality of financial awareness amongst our clients, to help them invest their money wisely for the short, medium and long-term, to understand and take control of their financial future and to put long term tax planning at the heart of their strategy."

Along with his staff, Amanda Dickinson, Gail Thackham and Spencer McPherson, Mr Bullock is keen to make his business an integral part of the community.

"My team and I are really looking forward to sponsoring some local events here in Thornbury," he added.

"We are fully committed to supporting our local community and will be running a series of business breakfasts to get to know our corporate neighbours over the coming months."

To find out more about Charterbridge Private Financial Planning call 01454 412222 or email reception@mycharterbridge.co.uk