Chartwell
Company Information
About
The Chartwell Company
Chartwell is a firm of independent professional investment advisers
established to help both private and business clients organise and
plan their affairs to achieve their financial and personal goals.
With
offices based in Bath, the combined services of their three companies
cater for virtually every financial need:
- Chartwell
Investment Management - Full financial planning service - from
school fees to retirement including annuities.
- Chartwell
Asset Management - Discretionary fund management services
- Chartwell
Direct - Direct offer, discount investment service
Chartwell
are totally independent, so work solely for the benefit of their
clients giving completely impartial advice.
Chartwell
operate on a fee basis which provides far better value to the client.
Their
staff are friendly, helpful and provide a genuinely personal service.
The
senior staff of Chartwell have well over 40 years' experience in
the industry, covering financial planning, stockbroking, life insurance,
pensions and tax planning.
Queen
Square House
Queen Square Place
Bath
BA1 2LL
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