Chartwell Wealth Management

Compass Resources

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Emergency fund: how much is enough?

Boiler. Car. Dentist. Redundancy. Financial emergencies rarely make an appointment before arriving. An emergency fund is money deliberately kept accessible for expenses that you didn't plan for, rather than money earmarked for a holiday, Christmas or a new car. That...

Setting up a Lasting Power of Attorney — earlier than you think

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people — known as your 'attorneys' — to make decisions on your behalf if you ever lose the mental capacity to do so yourself. There are two types: - Property & Financial...

Remortgaging: when and how to approach it

Most mortgage products run for a fixed period — typically 2, 3 or 5 years. As your product end date approaches, it’s important to review your options. If you don’t arrange a new deal in time, your lender will move you onto their Standard Variable Rate (SVR), which is...

Lasting Power of Attorney — Chartwell’s LPA service

A Lasting Power of Attorney (LPA) is one of the most important documents a family can have in place. It allows you to appoint trusted people to manage your affairs if you ever lose mental capacity — due to accident, illness, or a health crisis. Chartwell offers a...