Plan well, to live well, Chartwell.

What good financial planning really means is life planning

The best financial plan isn’t about money at all.

Your wealth is, after all, just a means to an end; a tool you use to achieve the outcomes you want.

So, rather than focus on purely financial aspects of your life and goals, we think it’s important to take into account every aspect of a person’s life.

We call the process ‘Life Planning’ and it is an integral part of the way we do financial planning.

Putting the human side first allows you to clarify, and us to understand, what you want to do with your life.

It helps you visualise where you want your life to be in ten or twenty years from now, and so make the financial choices that will make it possible.

Our main objective is to help you identify your life goals and plan how you will be able to achieve them, whilst maintaining the lifestyle you desire.

The point of all this is very simple: to make sure your money lasts at least as long as you do.

  • My adviser and his assistant have been only too willing to answer and explain any questions we may have. All the staff we have had contact with by phone or in person have been most helpful.

    Mr & Mrs T
  • I am totally happy with the service provided by my adviser and feel he is very approachable

    Mrs C C
  • I felt that all aspects of my personal circumstances were considered and very professional and appropriate advice given.

    Mrs B N
  • Chartwell dealt with my recent retirement and indeed over the years of my service with BPD, both professionally and patiently and I would like to thank them for this service.

    Mr N M
  • Communications were easy to understand

    Ms N C
  • My adviser provided us with an excellent service and we are delighted with arrangements she has made for our pensions etc. The support team was also extremely helpful and kept us informed at all times.

    Mr C R
  • Over the years my wife and I have have always been given my wife and I superb service and advice.

    Mr D W
  • I am delighted with the advice received.

    Mr R G
  • My adviser was a true professional and kept me up to date with proceeds. He certainly excelled and I would recommend him to any future clients.

    Ms R E T
  • I felt so happy to pass myself and business into my adviser’s hands, who had been recommended to me. I can’t thank him enough for his time and patience on my behalf.

    Mrs E G
  • Our adviser has always been approachable, personable and willing to listen. In fact we have found everyone we have spoken to in the office to be very pleasant and helpful.

    Mr & Mrs E D
  • Our adviser exceeded our expectations

    Mr G & Mrs E H
  • Chartwell has always provided first class professional advice and assistance

    Mr N C
  • This was a complicated matter and I received a very detailed considered report.

    Ms T I
  • My adviser has been more than helpful, upfront and communicative. Considering my natural lack of willingness to trust, he has built up a mutually confident relationship.

    Mr N B
  • Chartwell have been our Pension and Financial Adviser since October 2004 and we are very happy with the advice we have received. It will continue.

    Mrs S I
  • Although my husband and I have only met our adviser twice, we also e-mail regularly and feel that he knows us as people very well and works always to the best of our advantage. If we have any queries, these are always dealt with promptly. We are very satisfied with his dealing with us.

    Mrs H I
  • I have had the same Financial Adviser for many years. I have utter confidence in her. She knows me and my circumstances very well and I believe she has great integrity.

    Miss R V