Charteris - Treasury Portfolio Managers Limited

Richard Fremantle, DipPFS, AIFP

Richard FremantleTel: +44 (0)20 7220 9780

Richard graduated in business studies and has worked in the financial services industry for nearly 40 years.

Richard worked initially in the treasury department of Lloyds Bank, then in advising directors and senior executives of the corporate clients at Noble Lowndes (a leading firm of employee benefit consultants and actuaries); subsequently he was appointed a senior manager in the personal tax department of Deloitte & Touche, and then manager of the South East region of the financial services division of merchant bank, Guinness Mahon (latterly Abbey National Benefit Consultants) before co-founding his own practice, The Regent Organisation Ltd.

Richard has found that a large number of his clients are past the "accumulation" stage in their financial lifetime and now need to manage the funds that they have saved more effectively. Charteris provides greater resources and a more cost-effective method of assisting these clients. Richard is a member of the Personal Finance Society.