Southern Charter has been helping people to achieve
Financial Independence
Since 1990
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OUR SERVICES
Southern Charter offers a range of financial services to meet your needs. Whether you’re an individual looking to get your financial world in order, or a business executive trying to give your employees the best chance of financial success; our team of specialist advisors and our award-winning investment strategy will help you, or your staff, reach financial independence.
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FIND AN ADVISOR
Our purpose, at Southern Charter, is to guide our clients in finding their ‘true north’ by helping them achieve financial independence. We choose to do this by building strong, long-term, personal relationships with our clients. If you would like to contact an advisor to help you navigate the financial seas, or are just unsure of which steps to take next, get in touch.
OUR MISSION
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Our mission is to provide our clients with a complete wealth service that simplifies their financial world and puts them in control of their financial affairs.
We do this by building long-term and trusted relationships with our clients and our in-house expert knowledge. Learn more >
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Integrity
At Southern Charter, integrity means doing the right thing, at the right time, and in all circumstances.
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Relationship-oriented
The true value of our business is found in the long-term, personal, and trusted relationships that we have built with our clients.
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Accountability
As we are entirely independent, we are accountable only to our clients, their needs and best interests.
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Innovation
It is our mandate is to stay ahead of the industry and to guide our clients through changing seas and unchartered waters.
LATEST NEWS
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