Chartwell Portfolio Management Service Updated Feb 2012 Rsc

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Our service offers to:

• Perform a full analysis of your risk profile and capacity for loss
• Agree whether you are investing for capital preservation or capital appreciation
• Provide specific recommendations for a suitable investment strategy to reduce risk & volatility through diversification
• Implement any proposed changes
• Help you to understand whether your tax position has changed since the last review
• Agree your investment timescale
• Regularly review your investment strategy; on a six-monthly or annual basis (as per your requirements)

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Chartwell Portfolio Management Service Updated Feb 2012 Rsc

  1. 1. Chartwell Investment ManagementReview and refresh your portfolioThe Chartwell Portfolio Management Service How can Chartwell Wealth Management help?During the last 4 years we have seen unprecedented levels Founded in 1992 Chartwell Financial Services nowof stockmarket volatility following the banking crisis, but over manages over £150m on behalf of individuals, corporate60% of investors have not had their portfolio reviewed for clients and trustees.more than 12 months & 20% for more than 3 years. *Source:Research conducted by One Poll – 2010 With an average experience of 22 years in financial services our expert consultants are perfectly placed toOut of 2000+ funds available in the UK many that were ‘Best guide you through the portfolio construction process.Buys’ 2 years ago have now been closed to new business orwithdrawn due to poor performance. Average fund managertenure is approx. 2 years etc. Chartwell Portfolio Review ServiceThis all means that a fund which was suitable some years Designed for portfolios of £250k + which are already ‘inago may now have changed, different fund managers with situ’ we offer a full portfolio management and reviewdifferent styles may now be in place and different market service.conditions will be prevalent. It is therefore important thatportfolios are reviewed. Our service offers to:If you have not reviewed your portfolio for some time youshould address the matter before it’s too late. This ensures  Perform a full analysis of your risk profile and capacity for lossthat you are not over-exposed to risk and that you have notmissed out on strong investment returns.  Agree whether you are investing for capital preservation or capital appreciation  Provide specific recommendations for a suitable investment strategy to reduce risk & volatility through diversification  Implement any proposed changes  Help you to understand whether your tax position has changed since the last review Applies to funds held in:  Onshore bonds  Agree your investment timescale  Offshore bonds  Regularly review your investment strategy; on a six-monthly or annual basis (as per your  Pensions, SIPP’s & requirements) SSAS’s  General investments and trustee Fees & Charges arrangements All our fees are charged on a fixed fee basis with an initial charge to include research, analysis, report recommendation and implementation of proposed Fees just 0.75% initially then strategy. Optional on-going servicing charged at a pre 0.75% pa thereafter agreed fixed fee thereafter.
  2. 2. If you have any questions about anything you Important notehave read, please contact: The information in this bulletin is based on our understanding of tax law and practice at the date of publication, which may be affected by future changes and individual circumstances. It isRichard Clarke - Director issued as general information and is not intended to be advice toChartwell Financial Services Limited any specific person named or otherwise.Lindley Court If the information refers to a specific product, it may be based onScott Drive the contents issued by the provider.AltrinchamWA15 8AB Before taking or refraining from any action regarding the contents of this publication you are recommended to seek professional advice. The Financial services Authority (FSA) does not regulateT 0161 929 3500 tax advice therefore tax advice is outside of the protection rules ofE info@chartwellfs.com the Financial Services and Markets Act & the Financial ServicesW www.chartwellfs.com CompensationChartwell Financial Services Limited is authorised and regulated by theFinancial Services Authority. Registration number 189602.Registered Office: Lindley Court, Scott Drive, Altrincham, Cheshire WA15 8AB Chartwell Financial Services Limited is authorised and regulated by the Financial Services Authority. Registration number 189602. Registered Office: Lindley Court, Scott Drive, Altrincham, Cheshire WA15 8AB January 2012

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