About The Chartwell Group

Independence – We’re committed to providing completely independent financial services. We represent our customers, not product providers. Our independence means that we have access to the whole of the market, which ensures that we deliver the best services and advice for customers.

Personal Service – We strive to fully understand our customer’s needs and financial goals, developing individual solutions to help achieve their personal financial objectives. Using plain English, not jargon we ensure that each customer has a full and clear understanding of their financial plan.    

Expertise – Because of the responsibility and trust our customers place with us they demand and highest quality and standards. Our people are carefully selected and receive the best training to ensure that they have the knowledge, skills and experience to offer a market-leading service.

Strength – After many years of industry turmoil, financial strength and continuity of service have become very important.  Our sustainable business plan secures our future as a top quality financial services provider.

Accessibility – We aim to be easily accessible, free time is precious therefore our services are delivered by telephone, online, post, or email at a time and location convenient for the customer.

Technology – We constantly embrace new and secure technology using it to improve the services we offer and the ease in which they can be accessed.

Chartwell offer a broad range of financial services – from simple transactions to advice on investment portfolios and retirement planning.

• Full service offering - the expertise to deliver complete, independent information or advice to customers by a range of channels
• 100% independent - our services and advice are based around customers interests only.
• Convenient channel choices - customers can access our services online, by phone, post, email.
• Bespoke solutions – advice and service results that match individual client requirements.