1. “What do I have to do to ensure that I
NEVER run out of money?
How much do I need to earn, save or sell my
business for to give me what I want out of life?
When, precisely, can I afford to stop doing the
things that have become a drag…and start
doing the things I really enjoy?
“Exactly what level of investment return do I
need to achieve my objectives?
And possibly the biggest question of all…..
How much is enough?"
Smarter solutions. Endless possibilities.

2. Chartwell Wealth Management
At Chartwell Wealth Management we believe
that professional financial advice can add
significant value to individuals and businesses. It
is because we believe this that we provide a
comprehensive ongoing review service designed
to create real value for our clients.
As your partner in building wealth and security, we
focus on ways that we can help you to live the life that
you want to live. By engaging Chartwell Wealth
Management you assure yourself of regular financial
checkups and access to new concepts bought to you by
the Chartwell Wealth Management team.
Choosing a financial partner is one of the most
important decisions you will ever make. Take your time,
choose wisely, and we hope that we can earn the right
to work with you in the future.
We look forward to speaking to you.

3. Who is likely to benefit from our service?
Your profile:
You require full holistic advice
And active fund management
You have over £250,000 under management
or are willing to pay for this level of service
You value face-to-face advice
You value long-term relationships
You want a minimum of one financial review
per year

4. What does the Chartwell Premier Clients
service look like?
Expert financial advice
Commitment to 1st class service with service
level agreements
6 monthly written valuation/market review
with optional face-to-face meeting
Proactive face-to-face annual review at a time
chosen by you
Fund valuations on request
Member access to website
Introductory pack
Dedicated point of contact & client manager
Access to specialist advisers
Newsletters/budget updates via email
Invitation to client seminars/education
programmes
Regular protection reviews
Full administration & file maintenance

5. Chartwell Wealth Management Premier Clients
Service
The Chartwell 12 point financial health check includes:
Portfolio Construction Service
Using scientific Risk Profiling methodology
Design of a suitable Asset Allocation model
Portfolio Design & Construction
Supported by regular reviews each step of the process
Portfolio monitoring
Re weighing of Asset Allocation to benchmark

6. Estate Planning and Inheritance Tax Service
Understand your Inheritance Tax liability
Restructure your estate leaving you access to capital and income
Pass on assets to your beneficiaries without losing control
Taxation Planning Service
In conjunction with your accountant and other tax advisers
SIPP & SSAS Service
Value added strategies using Self Invested Personal Pensions
and Small Self Administered Schemes
Specialist advice for owning business premises
Pensions Service
Review of existing pension arrangements
Retirement planning strategies
Pension consolidation

7. Chartwell Financial Services Limited 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.
What do we do?
As part of the Private Clients business Chartwell Wealth Management
offers holistic financial planning 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
Our reputation has been built up on providing first class professional service
to our clients with the personal touch so often lacking in today’s business
environment

8. We look forward to hearing from you.
Smarter solutions. Endless possibilities.
Chartwell Wealth Management
Lindley Court
Scott Drive
Altrincham Cheshire
WA15 8AB
Tel: (0161) 929 3500
Fax: ((0161) 929 3501
Email: enquiries@chartwellfs.com
Website: www.chartwellfs.com
Chartwell Financial Services Limited is authorised and regulated
by the Financial Services Authority (FSA)