Chartwell Financial Services Ltd

Independent Financial Adviser Lindley Court, Scott Drive, Altrincham, Cheshire, WA15 8AB
FCA verified
13th August 2018
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
adviser-person
Richard Clarke
adviser-person
Christine Law
adviser-person
Gary Newton
Where to find us
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

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

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