Who We Are

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

We are 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 are regularly referred by our existing clients to friends, family and colleagues which is testimony to the excellent advice and proactive service levels we aim to 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.
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It’s not what we do, it’s why we do it!

How We Work

Explore

At Chartwell, we like to have a very close relationship with our clients and we appreciate that everyone’s situation is different, we aim to get an understanding of your personality, your attitude to your finances, outlook on risk and collect all the important data necessary to achieve your financial and lifestyle goals.

Target

It’s important to have financial and lifestyle goals and an ultimate aim in mind when looking at receiving financial advice. So that we have something to focus towards when we plot your progress and work out timescales on where you want to be and how to get there.

Forecast

Utilising cash flow modelling is a key aspect of offering the most tailored and top-tier financial advice. It allows us to map your financial situation 10, 20 even 50 years in the future. We are then able to help you prioritise your goals and visualise the impact of your financial decisions within a timeline that suits you.

Prepare

This is where our expertise and industry experience helps you to formulate a blueprint to enable you to achieve your long-term goals and ambitions.

Apply

We ensure that all of the administration and planning that comes with implementing our strategies are taken care of including administering your new and existing investments.

Reasses

We see this as the most important stage. We will regularly analyse and manage your investments in line with any changes to your circumstances. Your annual/bi-annual review ensures that your investments remain suitable and if changes are required, they can be put in place.

Our Team

A short introduction to your team members and why their background should inspire potential clients’ confidence.

Gary Newton

Director/Financial Planner
Gary has been with Chartwell since the business was established in its current form at the beginning of 2002, and is a shareholding director of the company. Outside of the office, Gary is married with two children (and so far) one grandchild. Gary lives in Sandiway but likes to spend a lot of his spare time and weekends at his place in Nefyn, North Wales. Gary is a keen golfer and amateur chef, and a lifelong supporter of Manchester City.

Sandra Browne

Director/Employee Benefit consultant
Sandra is a shareholding director of the company and heads up our Corporate team with over 30 years’ experience in the financial services industry. Sandra joined Chartwell in 2002 and her particular area of expertise is Group Risk & Healthcare. Sandra and her teamwork with our clients to design & implement bespoke benefit programmes to make sure that they have the right policies in place for their employees.  Sandra will monitor the costs of selected benefits to make sure they remain competitive and is always on hand to help clients to offer guidance or to assist with making a claim. Outside of the office, Sandra’s hobbies include travelling and enjoying good food.

Robbie Newton

Financial Planner
Robbie joined Chartwell in 2016 and has since covered all aspects of roles within the business including administration and paraplanning before eventually moving into the Financial Planner role. Robbie holds the Diploma in regulated Financial Planning and is currently working towards the advanced diploma which will enable him to obtain chartered status. Robbie currently looks after a large client bank of both new and long-standing Chartwell clients with over £60m of assets under management. Outside of work, Robbie is a season ticket holder at Manchester City and enjoys holidays with his wife, Georgina and son, Sebastian.

Kirsty Hitchen

Financial Planning & Compliance Manager
Kirsty has accumulated around 14 years of experience within the financial services sector, cultivating a diverse skill set through various positions. Following a solid foundation of 7 years as a Paraplanner, she brings a unique blend of hands-on experience and strategic insight to her current role as the Financial Planning and Compliance Manager here at Chartwell. After obtaining her diploma, she has continued on to complete her advance diploma exams, striving to achieve Chartered status. Out of the office, Kirsty enjoys hiking, travelling and attending music festivals.

Laura Petrie

Head of Group Pensions
Laura has worked in the Financial Services Industry for 40 years and has a wealth of experience, particularly in the retirement sector. She has worked at Chartwell for 11 years and holds advanced qualifications in Pensions and specialises in Employee Benefits, particularly Group Pensions. Outside of work, Laura enjoys travel and has her finger on the pulse when it comes to the newest and most fashionable places to eat in Manchester.

Arif Jamal

Financial Planner\Investment Specialist
Arif has been with Chartwell for just over 4 years with a background and after recently completing his final exam, he has achieved his level 4 Financial Advisor qualifications and is now diploma qualified. He has taken on a multi-faceted role as a desk-based adviser, paraplanner and adviser support, we like to keep him busy! He plans to complete his investments and securities exams and has a keen interest in the investment markets especially less traditional investment markets such as commodities and derivatives Outside of work you can find Arif on the golf course, walking his beloved dog Kimba, or in the garden tending to his bonsai collection! He is also a keen Liverpool fan which keeps the office banter interesting!

Nichola McCarthy

Client Service Manager
Nichola has been a dedicated member of the Chartwell Financial Services team for 2 years. She's currently undertaking her Diploma in regulated financial planning to further enhance her knowledge and interest in the financial advice sector. Outside the office, you'll find her pedalling away on her trusty bike, exploring scenic routes and embracing the freedom of the open road. When she's not on two wheels, Nichola enjoys house renovation projects on her home!

Claire Shelmerdine

Client Service Manager
With over 22 years’ experience in the financial services industry, Claire started her career working for one of the biggest life and pension providers and after 10 years moved to her first IFA practice. Since then she has worked at two independent financial advisers before joining Chartwell in 2022 as a Client Services Manager. Committed to her personal development she is currently studying towards her certificate in paraplanning. Claire is a big ‘foody’ and loves eating out and cooking! Outside of the office you will find her in the gym or somewhere outdoors. Claire has two children and lots of her spare time is spent trying to keep them entertained!

Colm Mulhern

Financial Controller
Colm join Chartwell in 2018 and is the Financial Controller for the company. Colm is ACCA qualified and before joining Chartwell held positions as an Accountant in both large and smaller firms across the UK and Ireland. Outside of the office, you will find Colm running marathons, open water swimming or completing Triathlons!

Our Team

A short introduction to your team members and why their background should inspire potential clients’ confidence.

Gary Newton

Director/Financial Planner

Robbie Newton

Financial Planner

Sandra Browne

Director/Employee Benefit Consultant

Laura Petrie

Head of Group Pensions

Steve Simons

Financial Planning Manager

Simon Daniels

Cashflow Specialist Consultant

Arif Jamal

Trainee Paraplanner

Caroline Mclaughlin

Client Service Manager