SHARE your experience of Chartwell - The Insider

We need your story to help us raise awareness of Chartwell and the work we do for you - our clients.

As a financial services company, our expertise is frequently sought by national newspapers who supply journalists with real life case studies.  These are the types of stories you might see alongside a photograph in the money pages of the weekend press. They are used to give the human angle to a story.

We hold a library of case studies compiled from a range of clients who are willing to talk about their experiences with Chartwell and the services we provide. 

We are currently updating this library and are looking for volunteers across a range of ages and financial backgrounds.  Whether you invest in one fund or make use of Chartwell's full range of financial planning services, if you would be happy to appear in a national newspaper and have your photograph taken, we'd like to hear from you.

Don't worry, you won't be expected to discuss the full extent of your financial dealings with us. We would just require an overview, for example that you fully funded your ISA last year and what you invested in.

Although you would be acting as a volunteer and neither we, nor the publication will pay you, we would like to thank you for your help. If your case study is used in the press, or any of our Chartwell publications, we will send you a case of wine.

Please contact Nicholas Smith on 01225 823958 or email: nicholas.smith@chartwell.co.uk if you would like to take part.