About The Chartwell Group

Chartwell History

1. 2008
   1.  
      • Chartwell wins Money Marketing Financial Services Awards 2008, Best Investment Adviser
   2.  
      • Chartwell Healthcare is launched
2. 2007
   1.  
      • The whole business was rebranded to Chartwell Group Ltd
   2.  
      • Chartwell acquires the Broadoak Group Ltd, an IFA based in Bristol
   3.  
      • Chartwell funds are positioned Number Two in the second quartile and Number One in the first quartile
3. 2006
   1.  
      • Cavendish Grant OEIC was launched with three sub-funds: Cautious Growth, Balanced Income and Strategic Growth
   2.  
      • Chartwell Funding Ltd was established
   3.  
      • investorcentre.com business was launched to existing clients
   4.  
      • Lord MacLaurin of Knebworth becomes Cavendish Grant’s Chairman
4. 2005
   1.  
      • Cavendish Grant acquired the Chartwell business and relocated staff to Minerva House
5. 2003
   1.  
      • Cavendish Grant opened an office in Clifton, Bristol
6. 2002
   1.  
      • Cavendish Grant moved to Minerva House
7. 2001
   1.  
      • Cavendish Grant acquired the IFA business of Mogers Solicitors
8. 2000
   1.  
      • Cavendish Grant was established in 2000 by Jim Grant, Victoria Grant, David Buchan and David Naish.  The company was based in George Street, Bath