Helping you plan your financial future and freedom

We help our clients deliver on their financial goals.

Who are we?

Chartwell Financial Services & Wealth Management is a firm of financial planners regulated by the Financial Conduct Authority (FCA).

We are a family practice managed by highly qualified financial planners who are supported by an excellent administration team. Our business has been going strong for over 21 years and continues to go from strength to strength. Our philosophy is to be positive and ambitious, and we have established strong professional bonds with successful individual and corporate clients who share our approach.   We regularly receive new introductions from our existing clients which is testimony to the excellent advice and proactive service levels we provide.

In total, we manage over £230 million on behalf of our clients, a testament to the trust that has been placed in our expertise and dedicated personal attention.

You know what we do, but why do we do it?

  • We do it because we want to help you achieve your goals and aspirations
  • To sustain the lifestyle you aspire to (and hopefully currently enjoy)
  • And to get back on track if your circumstances change, or you just strayed from the path.
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It’s not what we do, it’s why we do it!

What We Do

We believe financial planning is about providing an ongoing service and investing your money to reach both your personal and financial goals.

Tax Planning

We ensure maximum tax efficiency in conjunction with your changing circumstances and tax legislation. This includes mitigating and planning for potential Income Tax, Capital Gains Tax, Inheritance Tax liabilities and all the complications that could arise.

Retirement Planning

Helping you achieve financial independence and your lifelong goals through managing your assets effectively, monitoring your income and expenditure alongside detailed estate and legacy planning.

Cashflow Modelling

Often an overlooked and underused aspect of financial advice, together we can illustrate how we can keep your goals on track whatever happens by creating a model of your cash flow through the years using income, assets, expenditure and key life events.

Corporate Solutions

Assisting you and your company to keep on top of the complicated and ever-changing world of employee and employer benefits. We also specialise in workplace pensions, legal obligations, wellness in the workplace, business protection and any changes in legislation.

Case Studies

Mike's Investment Plan

Peter and his business

Jim's Retirement

Karl's Cashflow Planning

Newsroom

Your financial goals, delivered

Tax is too complicated... say the legislators

A parliamentary committee has been examining efforts to simplify tax, but progress is still a long way off.

Pension dashboard programme delayed

12 June 2023 was a day of procrastination for the new Pensions Dashboard Programme, with a new deadline set for 2026.

Not that interested: savers short-changed on rate hikes

The Bank of England has been looking at the impact of its regular interest rate increases since December 2021, with analysis revealing savers are being short-changed.

FCA takes on crypto: handle with great care

The Financial Conduct Authority (FCA) recently announced a plan for tougher regulations of cryptoassets, such as Bitcoin.

‘798 years on hold’: navigating HMRC’s customer service issues

How to raise tax revenue without raising tax rates

Inflation’s stubborn cumulative effect

Not in the NIC of time

Where to find us

Contact Us