Charlwood

read moreFounded in 1988, Charlwood has established itself as one of the region's most respected and astute Wealth Managers - with a well justified reputation for objectivity, integrity and professionalism. We offer a truly impartial, boutique wealth management service with your best interests at the heart of everything we do. A modern approach - but with traditional values - we pride ourselves on the high standards and principles each of us aspire to. An ever increasing number of people are taking a closer look at the role their financial adviser/wealth manager performs and asking the question 'Are they adding value or just a cost?'

read moreWith so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs - and why? We believe it's our knowledge, expertise and experience in managing investments and pensions that sets us apart. Our investment managers have extensive experience having acted for big institutions such as Kleinwort Benson, New Star, Hill Samuel and actively managed funds exceeding 1 billion. What makes us different? In summary, we care, we take a pride in what we do - it's these simple but all important qualities together with our knowledge and expertise which differentiates our wealth management offering from the rest.

read moreWhatever pension and retirement planning arrangements you have in place, you'll obviously want them to provide a comfortable standard of living throughout your retirement. We can provide the knowledge and expertise to make sense of the options available and help ensure a fulfilling retirement becomes a reality. So at Charlwood, we'll take an objective look at your current situation, assessing your existing arrangements and formulating detailed proposals on any alternative or additional provisions that it might be necessary to make.

read moreIf you want to be sure your lifetime's wealth can be enjoyed by your family, friends and chosen beneficiaries, then inheritance tax planning is essential to that aim - we can provide the knowledge and expertise to help limit any future tax liability. With the rise in property prices over the years, an ever increasing number of people are becoming liable to inheritance tax - and that could have a significant effect on the value of your estate and any legacies or bequests you make. At Charlwood, our expertise in these matters gives you a viable and practical way to help minimise your tax liability - by carefully structuring your financial affairs so that you're able to fully benefit from all the exemptions and reliefs to which you're entitled.

read moreWhen you've worked hard to create a degree of wealth, enjoying the benefits it brings is no more than you deserve. But to achieve this can involve knowledge and insight you may not have, and time and energy you'd probably rather devote to something else. At Charlwood, we can relieve you of the time consuming and often complex responsibilities of looking after your investments - providing the proven skills and resources to monitor, protect and enhance your wealth for you and your family, in the immediate future and for the years to come.

read moreWith an ever increasing range of investment opportunities available, choosing those that best meet your needs can be a complicated and daunting task. So at Charlwood, we see our role as making you aware of all the options you have, explaining the pros and cons of each in a simple, straightforward manner, and then developing the optimum strategy for your own investment portfolio. Since we're completely independent, we're free to look at investment options right across the market, and can provide informed and impartial advice on a huge range of financial products from ISAs to bank and building society accounts, unit trusts and bonds to national savings and more.

read moreWe are a boutique organisation of like-minded individuals committed to providing the highest standards in all aspects of our wealth management offering. Of course many wealth management organisations talk the talk. However, only the very few can claim a 100% unblemished client experience after over 30 years of trading. All of this can of course be confirmed by simply checking with our regulator, the Financial Conduct Authority. It is not rocket science, it is simply a wealth management service built on traditional values of honesty and integrity.