Chartwell Group Limited

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Welcome to the Chartwell Group

The Chartwell Group is a privately owned provider of financial solutions. Since 1995 Chartwell Direct has been providing clients with exceptional service and discounts whilst Chartwell Private Client has been supporting clients that want financial advice since 2000.

At Chartwell we believe that one size does not fit all and we are here to help you with your individual financial needs, whether this is financial advice, discounted ISAs, private medical insurance, mortgages or general insurance.

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Chartwell Services

At Chartwell we have six services designed to help you at all of the stages in your life.  Below is a diagram to help illustrate some of these stages and the financial services you may require from Chartwell at these times:

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To discuss any of these financial services further please call us on 0117 9171700
How Chartwell is divided:
Chartwell Direct, your provider of investment solutions and products, specifically tailored for individuals who wish to make their own investment decisions.
Chartwell Private Client for bespoke financial planning and advice.
Chartwell Funding for your Mortgage and insurance needs.
Chartwell The Annuity Centre, to help you retire in style with the best annuity rate.
Chartwell Healthcare, on hand to assist with your personal or corporate healthcare requirements.
and finally, Chartwell Employer Solutions providing advice to companies and partnerships on how to make the most of their employee benefits.
The Investor Centre
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Chartwell Direct, Theinvestorcentre.com and theannuitycentre.com are all trading styles of Chartwell Private Client Limited.

 

Chartwell Private Client Limited is authorised and regulated by the Financial Services Authority.
Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 05464443

 

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority.
Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 05875291

 

Chartwell Healthcare Limited is authorised and regulated by the Financial Services Authority.
Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 06333575

 

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