Chartwell Private Client
At Chartwell Private Client, we believe that relationships are all that is important, whether it be with clients, professional business partners, investment managers, product providers, or colleagues. Our belief and experience is that clients seek a long-term relationship based on trust, with a high level of personal service, appropriate advice, and value for money.
For too long we have witnessed financial products being foisted upon investors, with little consideration given to the suitability of the product, and the suspicion that the intermediary has been more interested in his reward than meeting the clients’ needs.
We believe that the foundation stones should be: first seek to understand, build the relationship, design a strategy, deliver it, look after the client.
How we can help you
• managing your investment capital
• tax planning
• ensuring that you have adequate life cover
• employee benefits
• planning for retirement
• your options at retirement
• estate planning and mitigating Inheritance Tax
• Savings and Investments
• Protection
Contact us for more information 01225 448732
Latest News
Commodities: Crude hits record highs
Oil hit a record $145 as investors switched from shares and rushed to crude ahead of the US Independence Day holiday.
FX round-up: Dollar rises
US dollar pushed ahead on Friday despite the weak jobs data while the European Central Bank decided to raise interest rates by a quarter point.
European open: Stocks slide, UBS rises
European shares have started lower on Friday, though there was some relief in the banking sector early on as UBS reassured investors once again that it will not need to raise further cash.
Week ahead: BoE rates, Persimmon, Tullow, Sports Direct
The highlight of the week is likely to be the Bank of England's decision on interest rates.
New Issues Round Up
The Kazakh phosphate miner Sunkar Resources started trading on AIM following a placing at 120p per share to raise a total of £33.6m before expenses.
