Helping you plan your financial future & freedom
We help our clients deliver on their financial goals.
Get In Touch
Who Are Chartwell
Your Trusted Financial Planners
Chartwell Financial Services is a financial planning firm, regulated by the Financial Conduct Authority (FCA).
We are a family practice that has been going strong for over 20 years, with our team of financial planners now entrusted to manage over £230 million of assets on behalf of our clients.
Meet The Team
For Individuals
Your Financial Future, Secured
At Chartwell, your financial future is our priority. Our team of expert financial planners provide personalised advice and solutions to help you achieve your goals. From savings and investments to retirement and estate planning, we’ve got you covered.
We offer a comprehensive range of services, including:
- Savings & Investments
- Pensions
- Financial Protection
- Retirement Planning
- Cash Flow Modelling
- Tax Planning
- Estate Planning
Find Out More
For Businesses
Your Business, Our Priority
Chartwell is dedicated to providing comprehensive financial solutions for your business. Our expert team offers a wide range of services, including workplace pensions, employee benefits, and more. From setting up a new pension scheme to managing complex benefit packages, we’re here to help you attract, retain, and reward your employees while ensuring your business’s financial health.
Our core services include:
- Workplace Pensions
- Employee Benefits & Protection
Find Out More
Case Studies
Case Studies
Jim’s Retirement Plan
Securing a Comfortable Retirement Jim has been a client of Chartwell for a number of years and his...
Karl’s Cashflow Planning
Planning for the Perfect Retirement Karl approached Chartwell with the aim of getting to grips...
Peter And His Business
Navigating Business Growth Peter’s business had been growing exponentially, and he was having to...
Mikes Investment Plan
Consolidating Investments for a Secure Future Mike was a member of a Group Personal Pension...
News & Insights
12 Years Later: The Great Annuity Comeback
As a means of drawing income in retirement, annuities have made a significant comeback, and for good reasons. Once considered the "forgotten"...
Are You Ready for April’s Tax and Pension Changes?
The start of the new tax year on 6 April (which falls on Easter Monday this year) brings a series of significant adjustments to the UK’s fiscal landscape. From shifts in investment incentives to the way you report income, these changes may have a direct impact on your...
Inheritance Tax and Pensions Changes Hit Lords Scrutiny
A House of Lords committee has delivered a stinging critique of the government’s proposals to bring unused pension funds within the scope of Inheritance Tax (IHT). Examining the legislation within the current Finance Bill, the Economic Affairs sub-committee noted that...
Breaking the Code: Why You Should Check Your Tax Code
If you have recently received a new tax code, it is important to review it carefully. Many taxpayers assume their code is correct, but mistakes can and do happen—sometimes leading to significant overpayments of income tax. Millions in Overpaid Tax A recent Freedom of...
The Case of the Missing Pension Tax Relief
Are you inadvertently leaving money on the table when you contribute to your pension? A recent...
12 Years Later: The Great Annuity Comeback
As a means of drawing income in retirement, annuities have made a significant comeback, and for...
The Case of the Missing Pension Tax Relief
Are you inadvertently leaving money on the table when you contribute to your pension? A recent...
Are You Ready for April’s Tax and Pension Changes?
The start of the new tax year on 6 April (which falls on Easter Monday this year) brings a series...
Ready To Take Control Of Your Finances?
As a leading financial planning firm based in Cheshire, we are dedicated to providing exceptional financial, tax, and retirement planning services to individuals and businesses throughout the North West region.
With our deep understanding of local regulations and industry trends, we offer tailored solutions that help you achieve your financial goals. Our team of experienced professionals are committed to building long-lasting relationships with our clients, providing personalised advice and support every step of the way.
The Financial Conduct Authority does not regulate tax planning.
