Chartwell Professionals

Welcome to the Chartwell Professionals section of our website. We have a number of client partnerships with existing professionals in the legal sector, the accountancy sector and specialist advice areas such as tax planning etc.

Our Trustee arm of the business has been partnering professionals since 1979, providing advice and support in the administration of SSAS schemes and other related areas. However, our expertise goes way beyond our Trustee support.

Our experience proves that there are 3 main questions a professional addresses when choosing a complimentary professional Partner.

What do your clients expect from you?
What do you expect from a professional relationship?
How can that relationship help with Client Management?
Well, we believe that any professional partnership should embrace the following principals:

Building long term relationships
Retaining existing clients year on year
Obtaining reccomendations from your existing clients
Understanding clients needs through formal reviews
Regular client communication
Client segmentation & "needs" profiling
This can only be achieved if your chosen partner exhibits the same high principals as your own business. At Chartwell we work with you for the clients best interests and offer the following core qualities;

Excellent qualifications throughout the business
Strong reputation
Clear areas of expertise with proven case studies
Exceptional levels of service / to the client / to yourself
Focus on advice not sales
Trust & integrity
Flexible remuneration
Commitment to an ongoing client relationship