Matheson Charles Limited
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- 1 Queen Square, Bath, Somerset, BA1 2HA
Matheson Charles Limited is a Bath-based financial services firm, regulated by the Financial Conduct Authority (FCA No. 954458), offering comprehensive financial planning advice. Renowned for their unique approach to wealth management, life investments and pensions retirement advice, they have gained a reputation for their precise handling of final salary pension transfers. Covering Bath, Somerset and wider Southwest England areas, they are ideally located on Queen Square. Known for being professional yet approachable, their tailored services cater to a diverse range of clients, from first-time investors to those in retirement. Focusing firmly on client trust and regulated advice, Matheson Charles Limited offers a reliable choice for your financial planning needs. Their expertise is trusted across the region, making them a dependable partner for financial future.
Their team includes 3 financial advisers. Check FCA registration here.
Matheson Charles Limited are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
Directions to Matheson Charles Limited from the Motorway
- From the M4:
- At Junction 17, take the A429/A350 exit towards Cirencester/Chippenham.
- Proceed to merge onto the M4.
- At Junction 18, take the A46 exit in the direction of Bath/Stroud.
- Upon reaching Tormarton Interchange, take the first exit onto the A46.
- Take the A4 ramp towards Bath/Warminster/A36.
- At London Road Junction, take the third exit onto West London Road/A4. Please note that parts of this road may be subject to closure at certain times or on specific days.
- Turn left onto Gay Street/A4 and continue to follow A4. Your destination will be situated on the left-hand side.
List of advisers under Matheson Charles Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.