“What do I have to do to ensure that I                              NEVER run out of money?                              H...
Chartwell Wealth ManagementAt Chartwell Wealth Management we believethat professional financial advice can addsignificant ...
Who is likely to benefit from our service?Your profile:You require full holistic adviceAnd active fund managementYou ha...
What does the Chartwell Premier Clientsservice look like?Expert financial adviceCommitment to 1st class service with ser...
Chartwell Wealth Management Premier ClientsServiceThe Chartwell 12 point financial health check includes:Portfolio Constr...
Estate Planning and Inheritance Tax ServiceUnderstand your Inheritance Tax liabilityRestructure your estate leaving you a...
Chartwell Financial Services Limited is                                   a firm of “fee based” independent financial     ...
We look forward to hearing from you.                  Smarter solutions. Endless possibilities.  Chartwell Wealth Manageme...
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Chartwell Wealth Mgt Who Is Likely To Benefit From Our Service July 2011 Pdf

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Chartwell Wealth Mgt Who Is Likely To Benefit From Our Service July 2011 Pdf

  1. 1. “What do I have to do to ensure that I NEVER run out of money? How much do I need to earn, save or sell my business for to give me what I want out of life? When, precisely, can I afford to stop doing the things that have become a drag…and start doing the things I really enjoy? “Exactly what level of investment return do I need to achieve my objectives? And possibly the biggest question of all….. How much is enough?"Smarter solutions. Endless possibilities.
  2. 2. Chartwell Wealth ManagementAt Chartwell Wealth Management we believethat professional financial advice can addsignificant value to individuals and businesses. Itis because we believe this that we provide acomprehensive ongoing review service designedto create real value for our clients.As your partner in building wealth and security, wefocus on ways that we can help you to live the life thatyou want to live. By engaging Chartwell WealthManagement you assure yourself of regular financialcheckups and access to new concepts bought to you bythe Chartwell Wealth Management team.Choosing a financial partner is one of the mostimportant decisions you will ever make. Take your time,choose wisely, and we hope that we can earn the rightto work with you in the future.We look forward to speaking to you.
  3. 3. Who is likely to benefit from our service?Your profile:You require full holistic adviceAnd active fund managementYou have over £250,000 under managementor are willing to pay for this level of serviceYou value face-to-face adviceYou value long-term relationshipsYou want a minimum of one financial reviewper year
  4. 4. What does the Chartwell Premier Clientsservice look like?Expert financial adviceCommitment to 1st class service with servicelevel agreements6 monthly written valuation/market reviewwith optional face-to-face meetingProactive face-to-face annual review at a timechosen by youFund valuations on requestMember access to websiteIntroductory packDedicated point of contact & client managerAccess to specialist advisersNewsletters/budget updates via emailInvitation to client seminars/educationprogrammesRegular protection reviewsFull administration & file maintenance
  5. 5. Chartwell Wealth Management Premier ClientsServiceThe Chartwell 12 point financial health check includes:Portfolio Construction ServiceUsing scientific Risk Profiling methodologyDesign of a suitable Asset Allocation modelPortfolio Design & ConstructionSupported by regular reviews each step of the processPortfolio monitoringRe weighing of Asset Allocation to benchmark
  6. 6. Estate Planning and Inheritance Tax ServiceUnderstand your Inheritance Tax liabilityRestructure your estate leaving you access to capital and incomePass on assets to your beneficiaries without losing controlTaxation Planning ServiceIn conjunction with your accountant and other tax advisersSIPP & SSAS ServiceValue added strategies using Self Invested Personal Pensionsand Small Self Administered SchemesSpecialist advice for owning business premisesPensions ServiceReview of existing pension arrangementsRetirement planning strategiesPension consolidation
  7. 7. Chartwell Financial Services Limited is a firm of “fee based” independent financial advisers based in Altrincham, Cheshire. We have been providing bespoke financial solutions to both personal and corporate clients since 1992.What do we do?As part of the Private Clients business Chartwell Wealth Managementoffers holistic financial planning on a fee charging basis. We offer a series ofrisk based investment portfolios on our own Wrap which also permits ourclients to hold legacy investments and deposits under pension and personalportfolio strategiesOur reputation has been built up on providing first class professional serviceto our clients with the personal touch so often lacking in today’s businessenvironment
  8. 8. We look forward to hearing from you. Smarter solutions. Endless possibilities. Chartwell Wealth Management Lindley Court Scott Drive Altrincham Cheshire WA15 8AB Tel: (0161) 929 3500 Fax: ((0161) 929 3501 Email: enquiries@chartwellfs.com Website: www.chartwellfs.comChartwell Financial Services Limited is authorised and regulated by the Financial Services Authority (FSA)

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