Chartwell Wealth Management At Chartwell we believe that professional financial advice can offer significant value to individuals and businesses. It’s because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients 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

1. Chartwell Wealth Management
What do I have to do to ensure that I never run
out of money?
Can you answer How much do I need to earn, save or sell my
business for to give me what I want out of life?
all of these
questions with When, precisely, can I afford to stop doing the
confidence? 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?

2.  As your partner in building Chartwell Wealth Management
wealth and security, we focus on
ways that we can help you to
live the life that you want to live At Chartwell we believe that professional financial
advice can offer significant value to individuals and
 By engaging Chartwell businesses. It’s because of this belief that we provide
Wealth Management you assure
yourself of regular financial
a comprehensive ongoing review service designed
checkups and access to new to create real value for our clients
concepts bought to you by the
Chartwell 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

3. The Start Of The Journey Chartwell Financial Services is a firm of
‘fee based’ independent financial
In the initial meeting we will
discuss your lifestyle goals and
advisers based in Altrincham, Cheshire.
tell you about the services we We have been providing bespoke
offer financial solutions to both personal and
We will encourage you to corporate clients since 1992
consider:
 Where am I now ?
As part of the Private Clients business
Chartwell Wealth Management offers
 Where do I want to be ? holistic financial planning advise on a fee
 How do I get there ? charging basis. We offer a series of risk
based investment portfolios on our own
 How will it look when I get
wrap which also permits our clients to hold
there ?
legacy investments and deposits under
 What happens if I take no pension and personal portfolio strategies
action ?

4. Who is likely to benefit from our
Gathering All The Facts
service?
 To enable us to build a
comprehensive plan, we will Your profile:
need to understand all the
facts You require full comprehensive
advice
What it is that you’re trying to

achieve?
And active fund management
You have over £250,000 under
 How do you feel about risk? management or are willing to pay for
this level of service
 What types of investment are
you invested in? You value face-to-face advice
You value long-term relationships
 What tax wrappers you should You want a minimum of one financial
be using?
review per year

5. What does the Chartwell Premier Clients
Preparing you report / plan service look like?
 We will consider your attitude
to risk and look at life-styling Expert financial advice
Commitment to 1st class service with service
 We will offer solutions and level agreements
alternatives for you to consider 6 monthly written valuation/market review &
face-to-face meeting on request
We explain our charges up-

front and how we get paid
Proactive face-to-face annual review
Fund valuations on request
 We will engage with your 24/7member access to valuations online
other professional advisers if Dedicated point of contact & client manager
necessary such as your solicitor
or accountant
Access to specialist advisers
Newsletters/budget updates via email
 We consider all the facts and Invitation to client seminars/education
look at short mid and long programmes
term
Regular protection reviews
Full administration & file maintenance

6. Chartwell Wealth Management Premier
Leaving No Question Clients Service
Unanswered
The Chartwell 12 point financial health
 We will present you with your check includes:
detailed Financial Blueprint
 A jargon-free explanation will Portfolio Construction Service
be provided Using scientific risk profiling
 You will have the opportunity methodology
to ask questions and provide Design of a suitable asset allocation
feedback
model
 We will address any of your Portfolio design & construction
concerns Supported by regular reviews each
step of the process
Portfolio monitoring
Re weighing of asset allocation to
benchmark

7. Estate Planning and Inheritance Tax Service
Putting The Plan Into Practice Understand your Inheritance Tax liability
Restructure your estate leaving you access to
capital and income
 Once we have agreed on the Pass on assets to your beneficiaries without
final plan that is right for you, we
will start implementing the losing control
strategy Taxation Planning Service
In conjunction with your accountant and other
 We use a web-based service tax advisers
that enables us to manage your
entire portfolio from one web
SIPP & SSAS Service
page, regardless of where your Value added strategies using Self Invested
investments are held Personal Pensions and Small Self Administered
Schemes
 We offer a range of diversified
Specialist advice for owning business premises
portfolios, designed to help you
meet your financial and lifestyle Pensions Service
goals Review of existing pension arrangements
Retirement planning strategies
Pension consolidation

8. Chartwell Wealth Management
Making Sure You Remain On
At Chartwell Wealth Management we believe that
Track
professional financial advice can add significant value to
individuals and businesses. It is because we believe this
Each year we will review your that we provide a comprehensive ongoing review service
plan to make ensure you stay on designed to create real value for our clients
track to meet your goals
As your partner in building wealth and security, we focus
 Has anything changed? on ways that we can help you to live the life that you want
to live. By engaging Chartwell Wealth Management you
 How has your portfolio assure yourself of regular financial checkups and access to
performed? new concepts bought to you by the Chartwell Wealth
Management team
 Do we need to make any
changes
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

9. Regular contact Ongoing Service & Support
 As well as regular reviews you
may have access to online
investment platforms that let you
complete real time valuations &
help you manage your own
portfolio
 We also communicate
regularly with you providing
information on important
relevant matters
 Our website is regularly
updated and will contain
information that you can
download and reference as well
as leave comment or make
requests

10. Our Contact Details
Chartwell Wealth Management
Lindley Court
We look forward to
Scott Drive
hearing from you.
Altrincham
Cheshire
Smarter solutions.
WA15 8AB
Endless possibilities.
T 0161 929 3500
F 0161 929 3501
E info@chartwellfs.com
W www.chartwellfs.com
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 . Update April
2012