General Services

General Services

Technical Help Desk

All staff and partners from member firms have access to the knowledge and expertise held within the CharterGroup. For any technical queries please call Finlay Forbes on 07739 808246

Email Enquiry Service

For a swift resolution to any type of problem whether it be technical or managerial, firms all have instant access to the expertise of the entire membership through the email enquiry service.

PI Insurance scheme

Operating through Locktons (previously Alexander Forbes), the CharterGroup PI scheme offers members discounts arising through CharterGroup’s lower collective claims history.


Our regular newsletter which updates members on network news and initiatives. It also includes practice management articles and ideas as well as news of developments within individual member firms.

Client Check

Independently verify client details for Money Laundering compliance.

Practice Healthcheck

Our consultants offer a free half-day practice healthcheck for new members, identifying strengths and weaknesses of the firm and development opportunities.

Contact us about membership:

Member Services Manager,   Steve Hall: 0345 030 6167

Use enquiry form

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