Chartwell Wealth Management
Your Financial Future, Is Our Priority.
Our Commitment to You.
Chartwell Financial Services is a firm of financial planners regulated by the Financial Conduct Authority (FCA). We are a family practice managed by highly qualified financial planners who are supported by an excellent administration team.
Expert Advice:
Our highly qualified financial planners are dedicated to providing personalised advice tailored to your unique needs.
Strong Foundations:
With over 21 years of experience, we’ve built a solid reputation for excellence and will continue to go from strength to strength.
Client First Approach:
We prioritise your goals and aspirations, working closely with you to achieve them
Comprehensive Services:
From wealth management to retirement planning, we offer a wide range of financial solutions.
Why Choose Chartwell?
Your financial future is our top priority. We understand that your financial situation is unique, and we are committed to providing you with personalised service that meets your specific needs. Our team of experienced financial advisors will take the time to get to know you and your goals, so that we can develop a customised financial plan that is right for you.
Personalised Service:
We take the time to understand your individual circumstances.
Proactive Approach:
We stay ahead of market trends and adapt to your evolving needs.
Transparent Communication:
We believe in open and honest communication.
Peace of Mind:
Our expert guidance gives you the confidence to make informed financial decisions.
Meet The Team.
Gary Newton
Director / Financial Planner
Sandra Browne
Director / Employee Benefit Consultant
Robbie Newton
Director / Financial Planner
Kirsty Hitchen
Financial Planning & Compliance
Laura Petrie
Head of Group Pensions
George Newton
Financial Planning Associate
Arif Jamal
Financial Planner & Investments
Nichola McCarthy
Client Service Manager
Claire Shelmerdine
Client Service Manager
Colm Mulhern
Financial Controller
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