Chartwell Group Limited

Chartwell wins top financial award, best investment advice Chartwell
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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.

picture of Jim Grant CEO

Our People

Our employees' profiles vary enormously from graduates beginning their careers in our company, through to people with 20 years of experience. 

We are always keen to speak to anyone who thinks they might be able to make a positive impact on the team at Chartwell, and we are open to applications from any suitably qualified individual regardless of age, race, sex, nationality, religion, disability or sexual orientation. Please see our careers pages for details for current opportunities.

Offices 
Our offices in Bristol.

Team Building
As a company we are committed to creating an environment which is both productive and friendly, something we nurture during team building events. Previous events have included a treasure hunt in Cardiff and a challenge day at London Zoo, followed by a company black tie dinner.

Social
At Chartwell we expect employees to work hard and achieve both company and personal goals. In return, we place a lot of emphasis on making sure our employees enjoy themselves. This is done in several ways:

  • Sports
    Chartwell have recently taken part in a local touch Rugby tournament organised by Bath Rugby club and have a team training for the Bristol Half Marathon.
  • Christmas Ball
    Each year the company has a black tie Christmas Ball - a formal occasion set in lavish surroundings.
  • Summer BBQ
    The summer BBQ always proves a popular event in the social calendar, where families  are invited to join in the fun.

Values
At Chartwell, we pride ourselves on our company values. We are:

CARING - developing relationships and giving bespoke attention

  1. Learning about our clients' needs and wishes
  2. Paying attention to each other's needs and priorities
  3. Respectful of our referring partners and looking after their relationships

 

ACCOUNTABLE - for doing things the right way

  1. Taking responsibility for our advice and actions
  2. Getting it right for the clients - bespoke, creative, rewarding
  3. Following consistent business ethics
  4. Responsible to each other, sustaining and growing ourselves and the business
  5. Taking financially sound decisions and actions - for clients and Chartwell
     

DELIVERING TOGETHER - cherishing our team

  1. Thinking, creating, delivering, and enjoying our work - as a team
  2. Encouraging and supporting each other's development
  3. Understanding how our style affects others - and making it work well

 

 


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

 

Copyright 2010 Chartwell Group Limited. All rights reserved.