Mikes Investment Plan
Mike was a member of a Group Personal Pension managed by Chartwell’s Corporate Solutions arm.
After retiring in 2017, Mike wanted to speak to a Wealth Management adviser as he had a few small ISAs in different places and several workplace pensions with different providers accumulated throughout his working life.
He was getting bombarded with paperwork, struggling to keep track of what was invested where and was worried he was probably overpaying in charges.
Chartwell helped to amalgamate Mike’s ISAs and paid-up workplace pensions. This helped to reduce charges paid to providers and simplify the administration and management of his investments.
Mike was also able to personalise his investment strategy, fund allocation and ensure all of his investments were receiving ongoing professional advice.