What is Chartwell
Wealth
Management?

Chartwell Financial Services is a firm of ‘fee
based’ independent financial advisers...
Chartwell Wealth Management

What is Chartwell
Wealth
Management?

Wealth Management focuses on financial goals
that requi...
What is Wealth Management?
Chartwell Wealth
Management

 Goal setting for your future financial
well being
 What would y...
Chartwell Wealth Management

What type of service
is offered by
Chartwell Wealth
Management?

While there are no set rules...
The key stages to establish a Financial
Blueprint
Chartwell Wealth
Management

 Build your Financial Vision Document
 Bu...
Review and update your current position

Chartwell Wealth
Management

 What would you like to accomplish that
will take p...
Create a new Financial Vision Document

Chartwell Wealth
Management

 Your future Financial Vision Document
considers you...
Financial Vision Document - For Example

Chartwell Wealth
Management

 Financially independent by 65
 Debt & mortgage fr...
Build a Goals Based Roadmap

Chartwell Wealth
Management

 The Roadmap is a “track to run on” for
your future planning
 ...
1st meeting
Data gathering

Client Vision Document
Develop Roadmap
Education- life assurance

2nd meeting
Review Vision
do...
Values

Interests

Goals

Chartwell focus your
Goals and Aspirations
in Seven Key Areas
Process

Relationships

Advisers

...
Values
Goals
Relationships
Assets
Advisers
Process
Interests

Values: What is truly important to you about
money an...
Values
Goals
Relationships
Assets
Advisers
Process
Interests

Goals: What do you want to achieve over
the long term...
Relationships: Who counts in your life?

Values
Goals
Relationships
Assets
Advisers
Process
Interests

 Who relies...
Values
Goals
Relationships
Assets
Advisers
Process
Interests

Advisers: Who do you rely on for advice?





Est...
Values
Goals
Relationships
Assets
Advisers
Process
Interests

Process: How do you prefer to work with
your advisers...
The Chartwell Life Planning Programme
covers several key areas

How can Chartwell
help you achieve
your financial vision?
...
There are 4 steps to
the Chartwell Life
Planning Programme

Step 1: Complete the Income and
Expenditure Questionnaire whic...
Step 3: We will produce a Financial
Blueprint to organise and review your
existing arrangements, prepare financial
stateme...
It’s all about Relationship Management

How does the
Chartwell Life
Planning Programme
work?

 Build a “long term” relati...
Your profile

Who is likely to
benefit from our
service?

 You require full comprehensive advice
 And active fund manage...
What is Wealth Management?
Chartwell Wealth
Management

 Goal setting for your future financial
well being
 What would y...
Our Contact Details

We look forward to
hearing from you
Smarter solutions
Endless possibilities

Chartwell Wealth Managem...
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Chartwell What is Wealth Management? update april 2013

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What is Wealth Management?
Goal setting for your future financial well being
What would you like to accomplish that will take planning, time and money?
Wealth Management focuses on financial goals that require planning, money, time and ongoing co-ordination of your financial ecosystem to ensure that your medium and long term plans remain on track - Your Life Plan

Chartwell Wealth Management

While there are no set rules on what services Chartwell Wealth Management offers, there are common investment and finance-related services that we provide for our clients
Typical services include:

Cash flow management and budgeting
“Income Sustainability”
Investment portfolio management
Tax management and advice
Multi-generational wealth transfers
Family business and financial advisory
Charitable donations

The key stages to establish a Financial Blueprint

Build your Financial Vision Document
Build a Goals Based Roadmap
Goals Based reporting
Introduce Wealth Management Topics
Regular Wealth Management Review meetings

It’s all about Relationship Management

Build a “long term” relationship
Dedicated Client Relationship Manager
Frequent contact each year
Regularly meet to update your personal circumstances
Working with your other trusted Professional Advisers
Provide concise, timely service

What would you like to accomplish that will take planning, time and money?
We gather data to understand what you want to accomplish in the future
We help to agree your most important financial goals

Begin with the end in mind!

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Chartwell What is Wealth Management? update april 2013

  1. 1. What is Chartwell Wealth Management? Chartwell Financial Services 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 As part of the Private Clients business Chartwell Wealth Management offers holistic financial planning advise on a fee charging basis. We manage a series of risk based investment portfolios on our own wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio strategies
  2. 2. Chartwell Wealth Management What is Chartwell Wealth Management? Wealth Management focuses on financial goals that require planning, money, time and ongoing co-ordination of your financial ecosystem to ensure that your medium and long term plans remain on track - Your Life Plan We also offer superior expertise on constructing or selecting alternative investment portfolios and strategies
  3. 3. What is Wealth Management? Chartwell Wealth Management  Goal setting for your future financial well being  What would you like to accomplish that will take planning, time and money?
  4. 4. Chartwell Wealth Management What type of service is offered by Chartwell Wealth Management? While there are no set rules on what services Chartwell Wealth Management offers, there are common investment and finance-related services that we provide for our clients Typical services include:        Cash flow management and budgeting “Income Sustainability” Investment portfolio management Tax management and advice Multi-generational wealth transfers Family business and financial advisory Charitable donations
  5. 5. The key stages to establish a Financial Blueprint Chartwell Wealth Management  Build your Financial Vision Document  Build a Goals Based Roadmap  Goals Based reporting  Introduce Wealth Management Topics  Regular Wealth Management Review meetings
  6. 6. Review and update your current position Chartwell Wealth Management  What would you like to accomplish that will take planning, time and money?  We gather data to understand what you want to accomplish in the future  Helps to agree your most important financial goals Begin with the end in mind!
  7. 7. Create a new Financial Vision Document Chartwell Wealth Management  Your future Financial Vision Document considers your goals & aspirations  This highlights what you want to accomplish requiring planning, time and money  Between 3 & 7 paragraphs will articulate your financial goals  Keeps you on target & can be reviewed and updated often
  8. 8. Financial Vision Document - For Example Chartwell Wealth Management  Financially independent by 65  Debt & mortgage free with a 2nd home in The Lakes  Pay all higher education costs for my children & pay £100,000 deposit for 1st property  Have an income of 2/3rds of current income in retirement  Have the ability to travel for 3 months a year for 10 years after retiring  Sell the business by 55 and work 3 days per week
  9. 9. Build a Goals Based Roadmap Chartwell Wealth Management  The Roadmap is a “track to run on” for your future planning  Goals Based reporting which follows the Financial Vision Document  It visibly illustrates whether you are on target  Focuses on your key planning needs at every meeting
  10. 10. 1st meeting Data gathering Client Vision Document Develop Roadmap Education- life assurance 2nd meeting Review Vision document Continue the programme every meeting Review Roadmap Are we on track? Review last meeting Life assurance planning Discuss education topic & take action Education - budgeting Chartwell Wealth Management Goals Based Roadmap 5th meeting 3rd meeting Review Vision & Roadmap Docs Review Roadmap Are we on track? Are we on track? Modify Spending plan Modify Legacy planning Education - Long term care 4th meeting Review Vision Doc Review Client Roadmap Are we on track? Modify Retirement planning Education- legacy planning Education- retirement plan
  11. 11. Values Interests Goals Chartwell focus your Goals and Aspirations in Seven Key Areas Process Relationships Advisers Assets
  12. 12. Values Goals Relationships Assets Advisers Process Interests Values: What is truly important to you about money and finances?  Is it financial security?  Maintaining your lifestyle in retirement?  Taking care of you family’s well being?
  13. 13. Values Goals Relationships Assets Advisers Process Interests Goals: What do you want to achieve over the long term?     Sustaining income when you retire Educating children or grandchildren Travel or a second career Hobbies or other dreams
  14. 14. Relationships: Who counts in your life? Values Goals Relationships Assets Advisers Process Interests  Who relies on you?  Are you responsible for children or grandchildren  Who benefits when you’re gone?  Charitable donations Assets  How complicated are your affairs?  Do you own assets with other people, such as a business?  How and when do you dispose of your assets?
  15. 15. Values Goals Relationships Assets Advisers Process Interests Advisers: Who do you rely on for advice?     Estate Planning Solicitor Business Tax Adviser Accountant Bank Relationship Manager
  16. 16. Values Goals Relationships Assets Advisers Process Interests Process: How do you prefer to work with your advisers?  How often would you like to meet?  How would you like communicate?  What areas of your financial life do you want to include?  Would you like us to work with your other advisers?  What about your family?
  17. 17. The Chartwell Life Planning Programme covers several key areas How can Chartwell help you achieve your financial vision?  Cashflow Modelling enables a clear analysis of your goals and objectives, presenting your financial position over the whole of your life, clearly and effectively  We consider different personal scenarios - Life Events - marriage/education fees/sale of business/nursing home fees and proposed financial solutions to allow you to make important necessary changes  During this process we take your personal aspirations and goals and bring them to life in your “Blueprint” financial report
  18. 18. There are 4 steps to the Chartwell Life Planning Programme Step 1: Complete the Income and Expenditure Questionnaire which will allow you to input as much (or as little) of your details as you wish. We will produce an Initial Cashflow Report and meet to show you your current cashflow position as a “snapshot” of your life Step 2: Together we then complete a Discovery Questionnaire (factfind), to build a comprehensive profile of your present position, your goals and objectives If you are an existing client of Chartwell Wealth Management, we will probably have most of this information
  19. 19. Step 3: We will produce a Financial Blueprint to organise and review your existing arrangements, prepare financial statements and define the cost of your desired future lifestyle - your Financial Vision Document There are 4 steps to the Chartwell Life Planning Programme This highly visual report, whilst detailed, allows you to follow a chronological “life path” through each stage of your life your Goals Based Roadmap Step 4: Regularly review the results of the programme and allow you to make changes in order to understand how you can influence the various scenarios You may wish to retire 2 years early. What do you need to change now to make that happen without reducing your income too much?
  20. 20. It’s all about Relationship Management How does the Chartwell Life Planning Programme work?  Build a “long term” relationship  Dedicated Client Relationship Manager  Frequent contact each year  Regularly meet to update your personal circumstances  Working with your other trusted Professional Advisers  Provide concise, timely service
  21. 21. Your profile Who is likely to benefit from our service?  You require full comprehensive advice  And active fund management  You have over £250,000 under management, or 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 review per year
  22. 22. What is Wealth Management? Chartwell Wealth Management  Goal setting for your future financial well being  What would you like to accomplish that will take planning, time and money?
  23. 23. Our Contact Details We look forward to hearing from you Smarter solutions Endless possibilities Chartwell Wealth Management Lindley Court Scott Drive Altrincham Cheshire WA15 8AB T F E W Chartwell Professionals and Chartwell Wealth Management are trading styles of Chartwell Financial Services Limited who is Authorised & Regulated by the Financial Services Authority. Registered in England 02578206 . Update April 2013 0161 929 3500 0161 929 3501 info@chartwellfs.com www.chartwellfs.com

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