0330 038 8942
Based in Ross-on-Wye
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Tristan has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tristan has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
16
Qualifications Uploaded
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 qualification certificates available to view
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tristan has not yet added their fees to their profile
Fees not yet added
Tristan has not yet added their fees to their profile
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Tristan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 14 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Tristan has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tristan has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
16
Qualifications Uploaded
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 qualification certificates available to view
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tristan has not yet added their fees to their profile
Fees not yet added
Tristan has not yet added their fees to their profile
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Tristan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 14 first impressions)
Chartered Financial Planner and independent financial adviser. Fellow of the Personal Finance Society - the highest possible qualification for a financial planner within the Chartered Insurance Institutes examination framework. Bespoke wealth management and financial planning strategies for private individuals and companies. Business: Our typical new clients will have investment or pension assets of at least £250,000-£500,000. I provide comprehensive, holistic, independent financial planning. I hold advanced qualifications in investment, pensions and taxation as well as the financial planning certificates, financial planning diploma and further qualifications in mortgage practice, equity release, long term care, trusts and discretionary investment management. I have over 30 years of financial services experience and remain committed to providing bespoke financial planning. Personal: I am interested in: film, music, stand up comedy, literature, theatre, art, beekeeping, pigs, classic cars, history, politics, debating, travel, horology and long dog walks to a good CAMRA recommended establishment. Tristan T: 01600 891040 email: ifa@charterman.com
Offers available through VouchedFor
Contact Tristan through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tristan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
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