Helping you plan your financial future & freedom
We help our clients deliver on their financial goals.
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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
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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
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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
Your Business
Making the rules work for you Choose the most tax-advantageous structure for your new business. Tax changes, such as the recent increase to the rate...
Retirement Planning
Preparing for the future Maximise tax relief on your pension contributions by using all of your annual allowance. The annual allowance for 2025/26 is £60,000, but you can also use surplus allowance from the previous three tax years (see the following tip). To avoid an...
Your Property
Making the most of bricks and mortar Let rooms in your own home to one or more lodgers. Rent-a-room relief allows up to £7,500 of rent per property to be received tax free per year. The rooms must be let as residential accommodation in the home you live in, and no...
Savings and Investments
Making the most of your money. Contribute up to £9,000 to your child’s Junior ISA. The fund builds up free of tax on investment income and capital gains until your child reaches 18, when the funds can be either withdrawn or rolled over into an adult ISA. Relatives and...
Estate Planning
Handing on your wealth Top-up your state pension entitlement. Everyone has a nil rate band of...
Your Business
Making the rules work for you Choose the most tax-advantageous structure for your new business....
Estate Planning
Handing on your wealth Top-up your state pension entitlement. Everyone has a nil rate band of...
Retirement Planning
Preparing for the future Maximise tax relief on your pension contributions by using all of your...
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.
