Our Pre Appointment review is part of how Charterfields work with our clients from the beginning of an instruction. We ensure the most appropriate strategy is selected and actioned in a timely manner.

As part of the pre-appointment review, Charterfields will meet with the directors to establish the pressures and weak points in a business, together with identifying and quantifying the tangible and intangible assets, proactively seeking added-value.

Following review, we use our experience, knowledge and expertise, to provide clients with an extensive synopsis of their business and advice on the appropriate course of action to maintain value.