Chartwell Financial Services Ltd

Independent Financial Adviser  Lindley Court, Altrincham, Cheshire, WA15 8AB
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FCA authorised
Last authorised 30th November 2020
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Gary Newton
Christine Law
Richard Clarke
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
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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