An introduction to Chartwell Financial Services and the parent group, The Lindley Group

2. Now one of the premier financial services groups in the North West

3. 100% owned by its shareholding Directors

4. Lindley group manages in excess of £150m of assets on behalf of individuals, pension schemes and Trusts with an additional £150m of commercial property under SSAS schemes

5. Specialists in investments for both individual and corporate clientsChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?

6. Chartwell Financial Services is a firm of ‘fee based’ independent financial advisers based in Altrincham, Cheshire. We have been providing bespoke financial solutions to both personal and corporate clients since 1992 Chartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you? As part of the Private Clients business Chartwell Wealth Management offers holistic financial planning advise on a fee charging basis. We offer a series of risk based investment portfolios on our own wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio strategies

8. Retaining existing clients year on year

9. Generating new work from existing clients

10. Obtaining recommendations from existing clients

11. Understanding clients needs through formal reviews

12. Regular client communication

14. Strong Reputation

15. Clear Areas of expertise

16. Exceptional service

17. Focus on advice not sales

18. Trust & integrity

19. Flexible remuneration

21. Succession & exit planning

22. Business & corporate protection

23. Shareholder protection

24. Keyperson protection

25. Relevant life policies

26. Commercial property purchase via pensions

27. SAS Professional Trustees since 1979

28. SIPP

29. Corporate investment strategies

30. Owner Manager retirement planning

31. Funding for business growth

32. Risk based investment managementChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?

34. Assist with recruitment & retention of key staff

35. Executive benefits provision

36. Installation & management of risk benefits

37. Claims management

38. Flex benefits

39. Staff benefits online access

40. Group Pensions

41. Suitability analysis of existing schemes

42. Comply with current and new rules (Stakeholder and NEST)

43. Installation & management of pension scheme

44. Bi-annual staff pension surgery

45. Advice for retiring staffChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?

47. Succession & exit planning

48. Business & corporate protection

49. Shareholder protection

50. Keyperson protection

51. Relevant life policies

52. Commercial property purchase via pensions

53. SAS Professional Trustees since 1979

54. SIPPChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?

56. Pension Splitting & Sharing Orders

57. Post divorce financial planning

58. Rebuild investment & pension strategies

61. Risk management for professional trustees

62. Compliance with Trustee Act 2000

63. Risk based investment management

64. Deposit management review service

65. Court of Protection and Personal Injury Trusts

66. Risk graded investment strategies

67. Periodic Payments – management of income

68. Personal Injury

69. Post settlement advice

70. Specialist ServicesChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?

72. Attract more clients within your preferred market segments

73. Improve levels of client referral

74. Increase levels of business from existing clients

75. Maximise efficiency and profitability

76. Build holistic advice propositionChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?

77. Q&A? Chartwell Financial Services Lindley Court Scott Drive Altrincham Cheshire WA15 8AB T. 0161 929 3500 F. 0161 929 3501 E. info@chartwellfs.com W. www.chartwellfs.com Chartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you? Q&A / Next Steps Chartwell Professionals and Chartwell Wealth Management are trading styles of Chartwell Financial Services Limited who is Authorised & Regulated by the Financial Services Authority. Registered in England 02578206