Are your investments and pensions working for you?
Allow us to propose an alternative
One of only 2% of IFAs eligible to act as Discretionary Investment Managers
Creating, managing and preserving wealth since 1988
A wealth management service which leaves you smiling.
Friday 28th October


Founded 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 independent, 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.

Our extensive experience and fully qualified team have a broad base of specialist knowledge focusing on areas such as:

  • Wealth Management
  • Investments
  • Pensions & Retirement Planning
  • Inheritance tax planning

Please feel free to browse our site and don’t hesitate to contact us, we will be delighted to hear from you.  As you will see, we have included various literature within our site intended to provide you with general information and we will gladly send these to you for you to peruse at your leisure.  Simply click on the ‘contact us’ link and complete the details requested or get in touch by phone.


Managing Director Martyn Charlwood and Investment Director
Michelle Sanders talk us through the Charlwood investment process

As independent financial advisors and discretionary investment managers they explain the benefits of this service together with the rational as to how they manage money and why this translates into successful investments.


View Online  Request a Postal Copy