Chartered Independent

In 2012, Chartered Independent Limited was established in Telford, Shropshire, with a clear mission: to provide high-quality, independent financial advice. The firm was founded by Gavin Roberts and Mark Boyce, who are both Chartered Financial Planners, a distinction they describe as the profession's "gold standard". Gavin Roberts, the owner, holds the title of Fellow of the Personal Finance Society, placing him in the top tier of financial advisers in the UK. The company focused on a client-first approach, helping individuals, business owners, and entrepreneurs build and manage their wealth with a long-term perspective, often considering future generations. Their services spanned specialist advice and specific investment requirements, treating each client on a case-by-case basis. Another key figure, Barrie Roberts, brought over 38 years of experience to the firm, having advised clients through major economic shifts. A significant chapter in the company's story unfolded when it became an Appointed Representative of Best Practise IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. This move solidified its regulatory standing and underscored its commitment to professional standards. The firm has since operated under this framework, offering services to clients primarily in Shropshire and Staffordshire.