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The Financial
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Chartwell Associates
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    Associates Ltd


Chartwell Associates (IFA) Limited

Address: Chartwell House, 25A-27A The Precinct, High Street
Egham, Surrey, TW20 9HN
Telephone: 01784 434820
Fax: 01784 434790
E-mail: enquiries@chartwellassociates.co.uk
Visit our Web Site: www.chartwellassociates.co.uk

Contact: Sue Button

General information

We are an established and well respected firm of Independent Financial Advisers offering impartial and professional advice to individuals and businesses across the South of England.

Our customers are very important to us and, therefore, our aim is to build long-term relationships with them so that we can continue to provide them with advice of the highest quality and integrity in the years to come.

For information on the quality of service offered by Chartwell Associates, please visit the Testimonial page on our website, where it can be seen that our commitment goes far beyond helping our customers to achieve their objectives with advice that is best suited to their needs

We are currently offering a FREE initial consultation to see how we can assist you.

Our advisers will be pleased to visit you in the comfort of your own home at a time and date to suit you. So, contact us now on Freephone 0800 214354 to arrange an appointment or email us via our website @ www.chartwellassociates.co.uk. Chartwell Associates (IFA) Limited can provide advice on all of the following:

Pensions

Executive Pension Plans
Section 32 Pension Plans
Personal Pension Plans
Stakeholder Pensions Plans
Self Invested Pension Plans
Small Self Administered Schemes
Contracting Out Pension Plans

Investments/Savings

Investments for Capital Growth
Investments for Income
ISA’s/OEIC’s
Unit Trusts
Venture Capital Trusts (VCT’s)




Corporate

Group Personal Pensions
Group Stakeholder Pensions
Business Assurance
Keyperson Assurance
Partnership Assurance
Death in Service Plans


Protection

Term Assurance
Critical Illness
Mortgage Protection
Income Protection
Private Medical Insurance
Long Term Care
Whole of Life Plans

Mortgages

Commercial Lending
Residential Lending
Buy to Let
Lifetime Mortgages (equity release)




Specialist Areas

Inheritance Tax Planning
Retirement Funding
Trust Advice
Equity Release Schemes
Self Invested Pensions (SIPP)
Retirement Options
Pensions and Divorce




Chartwell Associates (IFA) Limited is authorised and regulated by The Financial Services Authority (www.fsa.gov.uk/register). Not all of the above products are regulated by the FSA.





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