About us

 Chartwell Finance Management provides honest and expert Independent Financial Advice.

Our business is "advice" led, i.e. our objective is to provide you with first class advice, not just to sell you something.

We are truly Independent .

We offer full advice and can select and recommend products from the Whole of the Market.

We offer our services either on a Fee Basis, a Commission Basis or a combination of both. In any event our initial discussion is provided at our cost, with no obligation on your part whatsoever.

Together with our holistic approach, this means we often look at things in different ways to other, sales based, financial advisers.

Sometimes our views may differ from that given by other advisers and may stray from what others think of as being 'the norm' - but we think we can offer you something that is a 'little bit different'

...... and quite a lot better!

In addition to the usual Financial Planning Certificate, all advisers have further Advanced qualifications and extra experience across many specialist fields. This means that no matter how complex or specialised your requirements may be, they can be addressed 'in house'.

We are a 'Group Practice' of specialists, not general practitioners. But do not let this put you off, we believe every case deserves specialist attention, no matter how small it may appear to you.

Following changes in the Statutory Regulation of Financial Services, Accountants & Solicitors no longer have the automatic ability to give Financial Advice. Some, but not all, have the expertise to enable them to maintain authorisation. That is why we work in liaison with your Accountant & Solicitor, and so become one of your Professional Advisers. This is particularly important with regard to Inheritance Tax and Post Retirement Planning when it is vital that all your Professional Advisers work together.

We will gladly meet you for an initial chat, without any cost or obligation on your part, after which time if you wish to ask us to provide formal advice, we can explain our advice process. We will proceed either on an agreed Fee Basis or by receiving Commission from product providers.

We do not pester you looking for ways to make further 'sales', but we are always available to you for any enquiry or queries that you may have.

Chartwell Finance Management is a trading name of Chartwell Finance Management Limited.

Registered in England Number 2450735.

Registered Office : 

112 - 114 Whitegate Drive, Blackpool, FY3 9XH