Chartwell News Roundup - The Insider

Chartwell Healthcare Launched

On 30th April 2008, in its quest to provide holistic planning, Chartwell proudly added Healthcare to its portfolio of services.

Jim Grant, Chief Executive Officer of Chartwell Group, said:

"We are an ambitious firm with a progressive strategic vision and are always looking to provide additional services to clients, be they individuals or corporates. Healthcare is an area that is growing in demand, especially for independent advice that can save money but also provide high levels of cover."

More information on the Chartwell Healthcare service.

 

Chartwell Buys Broadoak

In October 2007, Chartwell announced the acquisition of Broadoak Group Limited, the Bristol based independent financial advisory firm.

The acquisition of Broadoak further strengthens Chartwell's advisory proposition. Peter Hill, formerly of Broadoak, now MD of Chartwell's Bristol office said:

"We are delighted to have joined forces with Chartwell. Their business model is a natural fit with ours and with the additional resources of Chartwell, we will be able to continue to service our clients in a holistic manner. Chartwell is highly respected and known for creating innovative investment solutions, listening to clients and giving them what they need. Clients can look forward to receiving a wider range of products, services and market expertise."

 

Chartwell's New Website

February 4th 2008 saw the launch of Chartwell's new, customer focused website. Louise Coates, Sales & Marketing Manager said:

"Our new website aims to offer both existing and potential customers clear and understandable information on how Chartwell can help them with their financial affairs."

Containing a wealth of information on the services and products offered by Chartwell, as well as being a comprehensive resource for investors, the new look website is an essential visit - www.chartwell.co.uk

 

Chartwell wins Money Marketing Award 2008

Chartwell Group Ltd is delighted to have won the prestigious title of "Best Investment Adviser" at the Money Marketing Financial Services Awards 2008. Commenting on the award, Mark Nish, Investment Director said:

"I was delighted to accept this award on behalf of Chartwell in recognition of the development of our belief in multi-asset investing. We have provided our clients with the opportunity to gain access to a style of investing which has, for many years, only been available to institutional clients. In these uncertain times, multi-asset investment is proving to be the ideal solution for investors seeking the optimum balance between risk and return."