Our strategy

Charter Court Financial Services operates three specialist financial services brands that deliver value for customers, shareholders and employees.

  • Ian Lonergan

    Ian Lonergan - Chief Executive Officer

    “Our vision is to build a Specialist Bank which provides exceptional products and services that our customers value highly. We will achieve this by targeting significant niche markets that are less likely to attract competition from High Street banks. We will be experts in all markets entered, developing superior competitive advantages in risk management, service, systems, scale and funding.”

Goals

Our goal is to provide exceptional products and services which customers value highly and that make us the first choice in our chosen markets. We strive to take lead of growth opportunities in specialist areas to deliver strong, sustainable risk-adjusted returns.

Priorities

Our strategy is underpinned by clear priorities.

  • Achieve deep expertise in our chosen markets
  • Conduct disciplined risk management
  • Maintain a diverse and nimble operating and funding platform
  • Retain a clear focus on specific products and segments

Our deep expertise in our chosen markets enables us to identify significant opportunities, develop attractive products and carefully evaluate risk.

Our disciplined risk management enables us to build a diverse and robust business capable of delivering sustainable returns.

Our diverse and nimble operating and funding platform provides stability and flexibility in our business and allows us to react rapidly to take advantage of changing marketing conditions.

Our clear focus on specific products and segments where we can develop a competitive advantage allows us to establish ourselves as a market leader.