Chartwell Group Limited

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Welcome to the Chartwell Group

The Chartwell Group is a privately owned provider of financial solutions.
Since 1995 Chartwell Direct has been providing clients with exceptional service and discounts whilst Chartwell Private Client has been advising and supporting high net worth clients since 2000.

At Chartwell we believe that one size does not fit all and we are here to help you with your individual financial needs, whether this is financial advice, discounted ISAs, private medical insurance, mortgages or general insurance.

picture of Jim Grant CEO

OEIC

It's impossible to forecast which asset class will deliver the highest returns in the short, medium and long term. So in order to hedge your risk from over-reliance on a single asset class, you need a portfolio that gives you exposure to a basket of asset classes.

A multi-asset fund manager does it all for you. Fund managers use their experience and expertise – first, to choose the assets they believe will generate the best returns and, second, in order  to minimise risk, decide how much of your money to invest in each asset class. Diversification is investments 'golden rule', and the IFDS Chartwell OEIC extends the traditional combination of equities and bonds to other assets which may include money market instruments, structured products, indirect investment in property, and alternative assets such as private equity and hedge funds.

Our experience shows that this diverse approach to investment provides investors with the optimum balance between risk and return.

To find out more, please visit the Chartwell Fund Management home page

 


Theinvestorcentre.com and theannuitycentre.com are both trading styles of Chartwell Private Client Limited.

 

Chartwell Private Client Limited is authorised and regulated by the Financial Services Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05464443

 

Chartwell Fund Management Limited is authorised and regulated by the Financial Services Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 03056894

 

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05875291

 

Chartwell Healthcare Limited is authorized and regulated by the Financial Services Authority.
Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 06333575

 

Copyright 2008 Chartwell Group Limited. All rights reserved.