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Chartwell Independent

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Chartwell Independent

Overview:

We established Chartwell Independent in 1997 so that we could offer an independent and professional financial planning service based on integrity and one where our clients came first. We are not constrained by location as we prefer to meet you at your home or place of work.

Our aim is to provide you with unbiased, independent and expert advice that's specifically tailored to your individual needs. We keep up to date with developments in the ever-changing world of financial legislation. This, together with a comprehensive understanding of the financial markets, places us in a strong position to act as your guide to building a secure financial future for you and those you care about.

Because we have adopted the FCA’s “Treating Customers Fairly” initiative as an integral part of our business philosophy, you can be confident that in dealing with us you are dealing with a firm where the fair treatment of our clients is central to our way of working. You will be provided with clear jargon-free information, advice that is suitable for your needs and at all times we will work hard to look after your best interests. Please feel free to tell us how we are doing.

Good financial planning is a process. We believe that if the process is followed, the chances of your meeting your financial planning objectives will be considerably improved.

History: Founded in 1997.

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