Plan well, to live well, Chartwell.

An insight into the way we work

We work with our clients in a collaborative, innovative and down-to-earth manner, offering clear, fixed-fee-based wealth planning solutions to small businesses, corporate entities and private individuals.

We deploy the latest systems and processes to make sure that your financial goals are kept on track and that your investments work as hard as possible for you.

Recognising that no two of our clients are alike, we think it’s important, especially at the onset of what we hope will be a long relationship, to take the time to get to know you.

We’ll listen for as long as you need, as you describe your goals and aspirations. And put in the time it takes to fully understand your circumstances and possibilities.

We have found that only by first establishing, and then maintaining, a close relationship with our clients can we hope to provide consistent and appropriate financial advice.

Financial planning is about you and your future, not about which investment products you may, or may not, need.

To set up a financial plan that will meet your needs, over years, or even decades, clearly we need to work systematically.

Hence the development of our proprietary ‘Six Step Strategy’ – the tried and tested methodology upon which our entire advisory process is built.