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.
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
Cashflow Modelling
Corporate Solutions
Case Studies
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.
Pension Dashboard Programme Delayed…
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. “[The Treasury] should challenge the industry to make a pensions dashboard available to consumers by 2019, bringing together industry and consumer representatives to help them set direction and drive progress.”
Not That Interested: savers short-changed on rate hikes.
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. Every three months the Bank of England issues a weighty Monetary Policy Report. In it the Bank sets out the
FCA Takes on Crypto: handle with great care
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. Recently published research undertaken for the FCA showed that in August 2022, nearly five million UK adults owned cryptoassets, typically cryptocurrencies such as Bitcoin and Ethereum. That was more than
Tax is too complicated… say the legislators
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. Among other things, last year’s ill-fated ‘mini-Budget’ was notable for the swiftness with which Jeremy Hunt reversed most of the proposals it contained. The promise of reduced corporation tax and
Where to find us
- Chapel House Barn, Pilmoss Lane, Whitley, Cheshire, WA4 4DW
- 0161 929 3500
- info@charwellfs.com