Volatile Stockmarkets!               Volatile Stockmarkets!In for a shock!                                     When was t...
Volatile Stockmarkets!               In for a Shock!                                     If you haven’t reviewed your fund...
Volatile Stockmarkets!                                     60% of investors not reviewed for over 12In for a shock!       ...
What should your financial adviserVolatile Stockmarkets!               do for you?In for a shock!                         ...
Volatile Stockmarkets!                                     How can Chartwell Wealth                                     Ma...
Volatile Stockmarkets!                                     The Portfolio Construction ServiceIn for a shock!              ...
Volatile Stockmarkets!                         How to contact usIn for a shock!                                           ...
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Volatile Stockmarkets Linked In Jan 2012

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Volatile Stockmarkets!
 When was the last time you heard from your investment adviser? Has your adviser gone quiet since the “credit crunch” in 2008? If so, it may be in your interest to take a closer look at where your money is invested.
 What is your adviser’s role and what is their responsibility when managing your portfolio?
 Has more than 12 months passed since your adviser last reviewed your investments?

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Volatile Stockmarkets Linked In Jan 2012

  1. 1. Volatile Stockmarkets! Volatile Stockmarkets!In for a shock! When was the last time you heard from your investment adviser?60% of investors not reviewed forover 12 months Has your adviser gone quiet since the “credit crunch” in 2008? If so, it may be in your interest to take a closer look at where your money is investedWhat should your financial adviserdo for you? What is your adviser’s role and what is their responsibility when managing your portfolio?How can Chartwell WealthManagement help? Has more than 12 months passed since your adviser last reviewed your investments?The Portfolio Construction ServiceHow to contact us
  2. 2. Volatile Stockmarkets! In for a Shock! If you haven’t reviewed your funds in recent years youIn for a shock! might be in for a shock.60% of investors not reviewed for Out of over 2000 funds available in the UK alone, manyover 12 months that were on the “best buy list” 5 years ago, have been withdrawn or have been merged into a more successful fund from the same fund managementWhat should your financial adviser group due to poor performance.do for you? A fund that you invested in a few years ago may notHow can Chartwell Wealth be the same fund today. Different fund managementManagement help? styles suit different market conditions and so it is essential that a regular investment strategy reviewThe Portfolio Construction Service takes place.How to contact us
  3. 3. Volatile Stockmarkets! 60% of investors not reviewed for over 12In for a shock! months During the last 4 years we have seen unprecedented60% of investors not reviewed for levels of stockmarket volatility following the bankingover 12 months crisis, but over 60% of investors have not had their portfolio reviewed for more than 12 months & 20% for more than 3 years. *Source: Research conducted byWhat should your financial adviser One Poll – 2010do for you? Not all Financial Advisers keep their clients informedHow can Chartwell Wealth and you should make sure that you have not missedManagement help? out on strong investment returns before it’s far too late. It’s therefore important that you are kept up-to-The Portfolio Construction Service date about how your fund is performing.How to contact us
  4. 4. What should your financial adviserVolatile Stockmarkets! do for you?In for a shock! Review your risk profile (on an annual basis) Diversify your investment strategy to reduce risk &60% of investors not reviewed for volatilityover 12 months Agree whether you are investing for capital appreciation or capital preservationWhat should your financial adviserdo for you? Help you to understand whether your tax position has changed since the last reviewHow can Chartwell WealthManagement help? Agree your investment timescaleThe Portfolio Construction Service Regularly review your investment strategy; on an annual basis (at the least) & probably more often inHow to contact us this economic climate
  5. 5. Volatile Stockmarkets! How can Chartwell Wealth Management help?In for a shock!60% of investors not reviewed for As part of a specialist Private Client business, Chartwellover 12 months Wealth Management offers holistic financial planning on a fee charging basis.What should your financial adviserdo for you? We offer a series of pre-defined investment portfolios on our own Wrap (or platform) which also permits our clients to hold legacy investments and deposits underHow can Chartwell Wealth pension and personal portfolio strategies.Management help?The Portfolio Construction ServiceHow to contact us
  6. 6. Volatile Stockmarkets! The Portfolio Construction ServiceIn for a shock!  Scientific Risk Profiling methodology60% of investors not reviewed for  Design of a suitable “Risk Graded” investmentover 12 months strategy  Portfolio Design and ConstructionWhat should your financial adviserdo for you?  Supported by regular reviews each step of the processHow can Chartwell WealthManagement help?  Regular portfolio monitoringThe Portfolio Construction Service  Re balancing of Investment Strategy to benchmarkHow to contact us
  7. 7. Volatile Stockmarkets! How to contact usIn for a shock! Chartwell Wealth Management60% of investors not reviewed for Lindley Courtover 12 months Scott Drive AltrinchamWhat should your financial adviser Cheshiredo for you? WA15 8AB T. 0161 929 3500How can Chartwell WealthManagement help? F. 0161 929 3501 E. info@chartwellfs.com W. www.chartwellfs.comThe Portfolio Construction ServiceHow to contact us 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
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