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About Us

Company history

  • The company was founded in 2000 and currently employs over 100 staff in 3 locations, 2 in Bristol and the main office in Bath looking after clients throughout the UK. We have 20 Independent Financial Advisers, registered to give investment advice under the terms of the Financial Services and Markets Act. 
  • Cavendish Grant (original company) merged with Chartwell Investment Management Ltd in 2005 to become Cavendish Grant IFA Ltd.
  • A separate mortgage division, Chartwell Funding, was founded in January 2007 and is based in Bristol. 
  • In June 2007 we re-branded all distribution channels under the Chartwell name.
  • Chartwell purchased Broadoak Group, a face to face advisory business based in Bristol in October 2007.  
  • We hold over £1 billion under agency for clients with life, pension and investment companies.
  • All advisers are remunerated via salary and have on average 18 years experience per person in the financial services sector.

Management Board

Jim Grant Chief Executive Officer
Lord MacLaurin Chairman (Non-Executive)
David Childs Finance Director
David Naish Non-Executive Director
David Ransome Non-Executive Director

Chartwell has a company structure designed to help us grow significantly over the next few years to cater for the growing demand for quality financial advice.

Jim Grant

Jim began his financial services career in 1986 and his ambition led him to establish advisory firm Cavendish Grant in 2000. Five years later he spearheaded expansion of the business through the strategic acquisition of Chartwell and in 2007 he oversaw the acquisition of Broadoak Group in order to extend the firm’s advisory capabilities.

David Childs

David joined the Chartwell Group in May 2007 from the Welsh Development Agency where he spent 4 years leading the Agency through significant organisational changes. Prior to this David worked for Cargill Inc, the largest privately owned company in North America for 13 years, again in the role of Finance Director.

Our Non-Executive Directors are as follows:

Lord MacLaurin of Knebworth D.L.

Non-Executive Chairman of Chartwell, Non-Executive Director of Evolution, Heineken and Chairman of the Vodafone Charity. Lord MacLaurin was Chairman of Vodafone between June 2000 and July 2006 and Chairman of Tesco from 1985 to 1997, having been Managing Director for 12 years.

David Naish

Non-Executive Chairman of Slatebond Ltd, Non-Executive Director of Molwin Homes Ltd.

David was Managing Partner of Robson Taylor Chartered Accountants for many years prior to establishing DNP in 1995, a successful tax consultancy business. David was also Chairman of the Bath Investment Building Society (BIB’s) from 1995 and retired in 2007.

David Ransome

David Ransome

David qualified as a Chartered Accountant before becoming Finance Director and Chief Operating Officer of The Unite Group plc, (a listed company developing and operating student accommodation).  Since 2003 he has run his own business operating and developing hotels, as well as providing non executive director services for a number of growing businesses.