About Us

Philosophy

Chartwell Private Client Limited is the face to face advisory arm of the Chartwell Group. This division provides financial advice to Private Clients and the Corporate Sector on strategic planning that is objective and not product driven.

We look at our clients' total financial universe, believing that we can offer appropriate and relevant advice bespoke to their needs. This method of planning takes account of the clients’ entire personal and financial circumstances and provides a framework that can be taken forward, and adjusted in the future when necessary.
Chartwell work on the basis that any new financial decision will impact on pre-existing financial decisions, and that any planning already in place should be enhanced and not destroyed by an adviser being unaware of the client’s full circumstances.

"We aim to enhance our clients’ financial position – both in the short and long term – and to be answerable and accountable for our advice and actions."

Company history

• The company was founded in 2000 and currently employs over 100 staff in 3 locations, 2 in Bristol and the main office in Bath looking after clients throughout the UK. We have 20 Independent Financial Advisers, registered to give investment advice under the terms of the Financial Services and Markets Act. 
• Cavendish Grant (original company) merged with Chartwell Investment Management Ltd in 2005 to become Cavendish Grant IFA Ltd.
• A separate mortgage division, Chartwell Funding, was founded in January 2007 and is based in Bristol. 
• In June 2007 we re-branded all distribution channels under the Chartwell name.
• Chartwell purchased Broadoak Group, a face to face advisory business based in Bristol in October 2007. 
• At Chartwell Investment Management Limited we currently have + £100 million of funds under management held within three of our own OEIC Funds. These are currently managed by Credit Suisse, Midas Capital Partners and Berry Asset Management. 
• We hold over £1 billion under agency for clients with life, pension and investment companies.
• All advisers are remunerated via salary and have on average 18 years experience per person in the financial services sector.

Management Board

Jim Grant Chief Executive Officer
Lord MacLaurin Chairman (Non-Executive)
David Childs Finance Director
David Naish Non-Executive Director
David Ransome Non-Executive Director

Chartwell has a company structure designed to help us grow significantly over the next few years to cater for the growing demand for quality financial advice.

Jim Grant

Jim began his financial services career in 1986 and his ambition led him to establish advisory firm Cavendish Grant in 2000. Five years later he spearheaded expansion of the business through the strategic acquisition of Chartwell and in 2007 he oversaw the acquisition of Broadoak Group in order to extend the firm’s advisory capabilities.

David Childs

David joined the Chartwell Group in May 2007 from the Welsh Development Agency where he spent 4 years leading the Agency through significant organisational changes. Prior to this David worked for Cargill Inc, the largest privately owned company in North America for 13 years, again in the role of Finance Director.

Our Non-Executive Directors are as follows:

Lord MacLaurin of Knebworth D.L.

Non-Executive Chairman of Chartwell, Non-Executive Director of Evolution, Heineken and Chairman of the Vodafone Charity. Lord MacLaurin was Chairman of Vodafone between June 2000 and July 2006 and Chairman of Tesco from 1985 to 1997, having been Managing Director for 12 years.

David Naish

Non-Executive Chairman of Slatebond Ltd, Non-Executive Director of Molwin Homes Ltd.

David was Managing Partner of Robson Taylor Chartered Accountants for many years prior to establishing DNP in 1995, a successful tax consultancy business. David was also Chairman of the Bath Investment Building Society (BIB’s) from 1995 and retired in 2007.

David Ransome

David left Unite, a listed company, in July 2003, where he was Chief Operating Officer. Having taken Unite from a family company to a £1 billion business with net assets of £400 million, he joined Chartwell to help us build the company into a national brand. David is a Non-Executive Director of BIB’s.