FSA Regulated
Investors in People

FCA Regulated

Charterhouse has, since January 2005, been regulated by the Financial Services Authority (Ref No. 314501) and has been covered by Professional Indemnity Insurance (Policy No. P105D83740) since 1996. Our rationale for this is quite simply that whilst there is no regulatory body which oversees the management of Residential Property Developments, we believe that our clients should be afforded the same quality, respect and professionalism which would have to be provided if such regulatory compliance were required.

As an FSA Regulated Company, Charterhouse follow the FSA 11 Principles of Business:

  • 1. Integrity – A firm must conduct its business with integrity
  • 2. Skill, Care & Diligence – A firm must conduct its business with due skill, care and diligence
  • 3. Management & Control – A firm must take reasonable care to organise and control its affairs responsibly and effectively, with adequate risk management systems
  • 4. Financial Prudence – A firm must maintain adequate financial resources
  • 5. Market Conduct – A firm must observe proper standards of market conduct
  • 6. Customers' Interests – A firm must pay due regard to the interests of its customers and treat them fairly
  • 7. Communications with Clients – A firm must pay due regard to the information needs of its clients, and communicate information to them in a way which is clear, fair and not misleading
  • 8. Conflicts of Interest – A firm must manage conflicts of interest fairly, both between itself and its customers and between a customer and another client
  • 9. Customers: Relationships of Trust – A firm must take reasonable care to ensure the suitability of its advice and discretionary decisions for any customer who is entitled to rely upon its judgement
  • 10. Clients' Assets – A firm must arrange adequate protection for clients' assets when it is responsible for them
  • 11. Relations with Regulators – A firm must deal with its regulators in an open and co-operative way, and must disclose to the FSA appropriately anything relating to the firm of which the FSA would reasonably expect notice

Client Testimonials

Why choose CPM?

"I have always found the Charterhouse staff courteous & helpful. Their advice on practical & financial matters has been careful & serious. Complaints generally are managed with due regard to the concerns of residents"

Ronnie Smartt, Director, 55/57 Malone Road Management Limited