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
32. Risk based investment managementChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?
45. Advice for retiring staffChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?
70. Specialist ServicesChartwell Financial Services Chartwell Professionals Our Core Qualities Services to Accountants Services to Solicitors What’s in it for you?
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