Business Details
38 Years
experience
Trusted Financial Advisers in Dorset & Hampshire
Founded in 1988, Charlwood has established itself as one of Dorset and Hampshire's most respected wealth management firms, renowned for objectivity, integrity, and professionalism. As Independent Financial Advisers (IFAs) and Discretionary Investment Managers, we offer impartial, boutique wealth management services tailored to clients with investable assets exceeding 250,000. Our expertise in managing investments and pensions, combined with our eligibility to act as Discretionary Investment Managers (a distinction held by only 2% of IFAs), sets us apart. With over 30 years of experience serving clients across Dorset and Hampshire, our team has managed funds exceeding 1 billion, delivering personalized solutions that align with individual financial goals.Our commitment to transparency, client education, and proactive communication ensures clients receive clear, actionable advice. We specialize in wealth management, investment strategy, pensions and retirement planning, and inheritance tax mitigation, focusing on long-term value creation. Our local presence in Poole, Lymington, and New Milton, alongside global client relationships, reflects our dedication to accessibility and tailored service. Client testimonials consistently highlight our expertise, responsiveness, and the trust we build through decades of consistent performance and ethical practice.
Services
Wealth Management
Investment Advisory
Pensions Planning
Inheritance Tax Mitigation
Discretionary Investment Management
Details
- Year established: 1988
Highlights and features
- We have over 30 years of experience in wealth management and investment advisory.
- Only 2% of IFAs qualify as Discretionary Investment Managers, a distinction we hold.
- Our team has managed over 1 billion in institutional and private investments.
- Client testimonials highlight exceptional service, transparency, and long-term trust.
- We offer personalized financial strategies tailored to high-net-worth individuals.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Knowledgeable team
Proactive communication
Long-term trust
Exceptional returns
Services
Wealth Management
Our wealth management service focuses on creating, managing, and preserving wealth for high-net-worth individuals. We analyze existing investments and pensions, provide comprehensive reports with tailored recommendations, and act as Discretionary Investment Managers to optimize returns. With over 30 years of experience, we combine market expertise and personalized strategies to align with clients' financial goals, ensuring clarity and long-term value creation.
Investment Advisory
We offer impartial investment advisory services, evaluating market opportunities and recommending strategies tailored to individual risk profiles. Our team provides access to a wide range of financial products while minimizing tax liabilities. As Discretionary Investment Managers, we actively monitor and adjust portfolios to ensure growth or income objectives are met, leveraging decades of experience in dynamic market conditions.
Pensions Planning
Our pensions and retirement planning service assesses existing arrangements to formulate strategies for a comfortable retirement. We specialize in pension sharing orders, lump sum allowances, and annuity alternatives, ensuring clients understand their options. By combining investment expertise with personalized advice, we help clients transition smoothly into retirement with confidence.
Inheritance Tax Mitigation
We provide specialized inheritance tax planning to minimize liabilities and preserve wealth for beneficiaries. Our strategies include life assurance plans, trusts, and will reviews, ensuring clients maximize exemptions. With rising property prices increasing tax exposure, our expertise helps clients structure their affairs to protect legacies while maintaining compliance with evolving regulations.
People
Martyn Charlwood
Managing Director
Martyn Charlwood, Managing Director, has over 30 years of experience in wealth management and investment advisory. He specializes in discretionary portfolio management and has guided clients through complex financial markets, earning a reputation for integrity and strategic insight.
Michelle Sanders
Investment Director
Michelle Sanders, Investment Director, brings extensive expertise in portfolio strategy and market analysis. With a focus on risk-adjusted returns, she plays a key role in managing client investments and ensuring alignment with long-term financial objectives.
Questions
What services does Charlwood IFA offer?
We specialize in wealth management, investment advisory, pensions and retirement planning, and inheritance tax mitigation for clients with investable assets over £250,000.
Why choose Charlwood IFA as your financial adviser?
We are one of only 2% of IFAs eligible to act as Discretionary Investment Managers, with over 30 years of experience managing £1 billion+ in assets.
Which areas do you serve?
We primarily serve Dorset and Hampshire, including Poole, Bournemouth, Lymington, and New Milton, with global client relationships.
