About Our firm

Chater Allan Financial Services is a firm of independent financial advisers and have been providing financial advice to a wide range of personal and business clients in Cambridge since 1989. We were originally established by the accountancy practice of Hays Allan and traded as HA Financial Services Limited. Following the merger of two Cambridge based accountants in 1995 the Chater Allan accountancy practice was formed and we subsequently changed our trading style to Chater Allan Financial Services.

Our advice is specific to individual circumstances and includes investment portfolio construction, retirement planning and family and business protection. We offer a free 45 minute initial consultation either at your home, place of business or our offices in Cambridge. At this meeting we would discuss your aims and objectives, take details of your individual circumstances and agree the basis upon which any work undertaken was to be carried out.

Our Staff

Ian McGraw – Partner and Investment Adviser

Ian joined Chater Allan Financial Services in 1995 having trained with Barclays and General Accident in Cambridge. Ian holds the Advanced Financial Planning Certificate and is authorised by the Financial Services Authority to provide investment and pension advice. He was appointed a partner in 2003.