Chartwell Financial Services Ltd

Independent Financial Adviser Lindley Court, Scott Drive, Altrincham, Cheshire, WA15 8AB
FCA verified
17th June 2019
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Wealth management
    • Estate planning
    • Taxation planning
Meet our advisers
Richard Clarke
Christine Law
Gary Newton
Where to find us

Lindley Court, Scott Drive, Altrincham, Cheshire, WA15 8AB

About us

We offer comprehensive, innovative and practical fee based wealth management solutions to small businesses, corporate and private clients. We employ the latest technology to make sure that your financial goals are kept on track and your investments work as hard as possible for you.
We understand that relationships are built on trust, which in turn is built on consistent delivery of high quality service, absolute integrity and technical expertise. Collectively we manage over £150,000,000 in client portfolios, a testament to the trust they place in our expertise and reliable personal service.

Our services

Our adviser team are supported by an equally impressive team of support staff who have a wealth of experience and many individuals hold adviser & administrator qualifications. Excellent service is the key to our on-going success, so we back up our business relationships with the best internal systems and people that we can.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Chartwell Wealth Management & Chartwell Professionals are trading styles of Chartwell Financial Services Limited - Authorised & Regulated by the Financial Services Authority - Registered in England 02578206 - Copyright © 2010

Similar advisers near you

Independent Financial Adviser 0.37 mi
Chartered Financial Planners specialising in Investments, Pensions, Trusts and Inheritance Tax Planning.
Independent Financial Adviser 0.57 mi
Specialist financial planning and independent financial advice for SME owners, senior executives, partners in professional firms and high net-worth individuals.
Independent Financial Adviser 0.57 mi
Specialist, independent financial advice, for people divorcing or separating. We’ll remove the financial stress, so you can rebuild your life.
Independent Financial Adviser 0.58 mi
A reassuringly uncomplicated and professionally tailored approach to your financial requirements. Our philosophy is to grow and preserve your wealth.