Plan well, to live well, Chartwell.

A brief introduction to the firm

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

The company is owned and managed by practitioners who, collectively, have over 100 years’ experience in financial planning and wealth management.

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.

Strong relationships with such clients are built on trust, the highest quality service and supreme technical expertise.

To keep this connection between client and adviser stable and secure over time demands an ongoing commitment to the quality of the relationship we have with our clients.

That’s why we were one of the first UK firms to adopt a completely fee-based charging method, by which we are paid only to advise, not to sell products.

In total, we manage over £180 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!