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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Pensions & Retirement

 

Planning for retirement is an essential part of anyone’s financial affairs. Chartwell offer a wide variety of services to assist you, from formal financial advice on how to accumulate funds to provide an income in retirement right through to direct services for those who want to make their own investment decisions either within a pension, via ISAs or direct investments.

One of the most important financial decisions you will ever make is how to secure your income in retirement.  Our advisory service is on hand to provide detailed advice on all your retirement options as well as looking at your overall investment portfolio to ensure you secure the most tax efficient income available.  To contact a member of our Private Client team please call 01225 448732.

Chartwell also provides a dedicated annuity service that has access to all the leading annuity providers.  We will provide you with all the information you will need to make an informed choice and we will ensure we obtain the most competitive income available for your chosen circumstances. We are totally independent and work solely for the benefit of our clients.

To find out more please visit The Annuity Centre home page or call us on 01225 823950.


 
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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: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05464443

 

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05875291

 

Chartwell Healthcare Limited is authorized and regulated by the Financial Services Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 06333575

 

Copyright 2009 Chartwell Group Limited. All rights reserved.