Charter Court Financial Services

Our Mission/Vision

Mission: To establish the business with a sustainable infrastructure, risk management and governance framework. Vision: To build a market leading banking franchise in the UK challenger bank sub-sector ahead of a public listing in the next 3-5 years, achieving a FTSE 250 market capitalisation well in excess of £1bn.

Company Information

ANNUALS AREN’T JUST for children. Charter Court Financial Services presents each employee with a copy of the company yearbook celebrating milestones, successes and staff who exemplify its values.

There’s plenty to write about the business, which was founded with 25 staff after the 2008 financial crisis. Based in Wolverhampton with an office in London, it now runs two mortgage companies and Charter Savings Bank, and made £27m in pre-tax profits in 2015 on revenues of £60.5m. Employees love their job, an 87% positive score, third among mid-size operations in our survey, and are proud to work here (91%, third).

The workforce grew by a quarter to 389 last year but senior managers remain accessible, working alongside staff in the open-plan office and meeting new starters. They embody the company values of respect, excellence, attention, challenge and honesty (86%).

Chief executive Ian Lonergan is an inspirational leader (87%, third), whether hosting quarterly staff briefings or involving himself in fundraising events. The firm encourages charitable activities (96%, third) by matching sums collected by staff, donating more than £80,000 to good causes in three years.

The company, a quarter of which is owned by employees, offers subsidised gym memberships for all and a 16-week development programme for new managers and supervisors. Individuals are happy with their pay and benefits (81%, third) and wouldn’t leave tomorrow for any other job (85%, second).

www.chartercourtfs.co.uk