Chartwell Who Is Likely To Benefit From Our Services Updated April 2012

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Chartwell Wealth Management
At Chartwell we believe that professional financial advice can offer significant value to individuals and businesses. It’s because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients
As part of the Private Clients business Chartwell Wealth Management offers holistic financial planning advise on a fee charging basis. We offer 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

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Chartwell Who Is Likely To Benefit From Our Services Updated April 2012

  1. 1. Chartwell Wealth Management What do I have to do to ensure that I never run out of money?Can you answer How much do I need to earn, save or sell my business for to give me what I want out of life?all of thesequestions with When, precisely, can I afford to stop doing theconfidence? 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?
  2. 2.  As your partner in building Chartwell Wealth Managementwealth and security, we focus onways that we can help you tolive the life that you want to live At Chartwell we believe that professional financial advice can offer significant value to individuals and By engaging Chartwell businesses. It’s because of this belief that we provideWealth Management you assureyourself of regular financial a comprehensive ongoing review service designedcheckups and access to new to create real value for our clientsconcepts bought to you by theChartwell team Choosing a financial partneris one of the most importantdecisions you will ever make Take your time, choose wisely,and we hope that we can earnthe right to work with you in thefuture
  3. 3. The Start Of The Journey Chartwell Financial Services is a firm of ‘fee based’ independent financialIn the initial meeting we willdiscuss your lifestyle goals and advisers based in Altrincham, Cheshire.tell you about the services we We have been providing bespokeoffer financial solutions to both personal andWe will encourage you to corporate clients since 1992consider: Where am I now ? As part of the Private Clients business Chartwell Wealth Management offers Where do I want to be ? holistic financial planning advise on a fee How do I get there ? charging basis. We offer a series of risk based investment portfolios on our own How will it look when I get wrap which also permits our clients to holdthere ? legacy investments and deposits under What happens if I take no pension and personal portfolio strategiesaction ?
  4. 4. Who is likely to benefit from ourGathering All The Facts service? To enable us to build a comprehensive plan, we will Your profile: need to understand all the facts You require full comprehensive advice What it is that you’re trying to achieve? And active fund management You have over £250,000 under How do you feel about risk? management or are willing to pay for this level of service What types of investment are you invested in? You value face-to-face advice You value long-term relationships What tax wrappers you should You want a minimum of one financial be using? review per year
  5. 5. What does the Chartwell Premier ClientsPreparing you report / plan service look like? We will consider your attitude to risk and look at life-styling Expert financial advice Commitment to 1st class service with service We will offer solutions and level agreements alternatives for you to consider 6 monthly written valuation/market review & face-to-face meeting on request We explain our charges up- front and how we get paid Proactive face-to-face annual review Fund valuations on request We will engage with your 24/7member access to valuations online other professional advisers if Dedicated point of contact & client manager necessary such as your solicitor or accountant Access to specialist advisers Newsletters/budget updates via email We consider all the facts and Invitation to client seminars/education look at short mid and long programmes term Regular protection reviews Full administration & file maintenance
  6. 6. Chartwell Wealth Management PremierLeaving No Question Clients ServiceUnanswered The Chartwell 12 point financial health We will present you with your check includes:detailed Financial Blueprint A jargon-free explanation will Portfolio Construction Servicebe provided Using scientific risk profiling You will have the opportunity methodologyto ask questions and provide Design of a suitable asset allocationfeedback model We will address any of your Portfolio design & constructionconcerns Supported by regular reviews each step of the process Portfolio monitoring Re weighing of asset allocation to benchmark
  7. 7. Estate Planning and Inheritance Tax ServicePutting The Plan Into Practice Understand your Inheritance Tax liability Restructure your estate leaving you access to capital and income Once we have agreed on the Pass on assets to your beneficiaries withoutfinal plan that is right for you, wewill start implementing the losing controlstrategy Taxation Planning Service In conjunction with your accountant and other We use a web-based service tax advisersthat enables us to manage yourentire portfolio from one web SIPP & SSAS Servicepage, regardless of where your Value added strategies using Self Investedinvestments are held Personal Pensions and Small Self Administered Schemes We offer a range of diversified Specialist advice for owning business premisesportfolios, designed to help youmeet your financial and lifestyle Pensions Servicegoals Review of existing pension arrangements Retirement planning strategies Pension consolidation
  8. 8. Chartwell Wealth ManagementMaking Sure You Remain On At Chartwell Wealth Management we believe thatTrack professional financial advice can add significant value to individuals and businesses. It is because we believe thisEach year we will review your that we provide a comprehensive ongoing review serviceplan to make ensure you stay on designed to create real value for our clientstrack to meet your goals As your partner in building wealth and security, we focus Has anything changed? on ways that we can help you to live the life that you want to live. By engaging Chartwell Wealth Management you How has your portfolio assure yourself of regular financial checkups and access toperformed? new concepts bought to you by the Chartwell Wealth Management team Do we need to make anychanges Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely, and we hope that we can earn the right to work with you in the future We look forward to speaking to you
  9. 9. Regular contact Ongoing Service & Support As well as regular reviews youmay have access to onlineinvestment platforms that let youcomplete real time valuations &help you manage your ownportfolio We also communicateregularly with you providinginformation on importantrelevant matters Our website is regularlyupdated and will containinformation that you candownload and reference as wellas leave comment or makerequests
  10. 10. Our Contact Details Chartwell Wealth Management Lindley Court We look forward to Scott Drive hearing from you. Altrincham Cheshire Smarter solutions. WA15 8AB Endless possibilities. T 0161 929 3500 F 0161 929 3501 E info@chartwellfs.com W www.chartwellfs.comChartwell Professionals and Chartwell WealthManagement are trading styles of ChartwellFinancial Services Limited who is Authorised &Regulated by the Financial Services Authority.Registered in England 02578206 . Update April2012

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