Chartwell Private Client
At Chartwell Private Client, we believe that relationships are all that is important, whether it be with clients, professional business partners, investment managers, product providers, or colleagues. Our belief and experience is that clients seek a long-term relationship based on trust, with a high level of personal service, appropriate advice, and value for money.
For too long we have witnessed financial products being foisted upon investors, with little consideration given to the suitability of the product, and the suspicion that the intermediary has been more interested in his reward than meeting the clients’ needs.
We believe that the foundation stones should be: first seek to understand, build the relationship, design a strategy, deliver it, look after the client.
How we can help you
• managing your investment capital
• tax planning
• ensuring that you have adequate life cover
• employee benefits
• planning for retirement
• your options at retirement
• estate planning and mitigating Inheritance Tax
• Savings and Investments
• Protection
Contact us for more information 01225 448732
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