Welcome

Founded in 1988, Charlwood IFA has established itself as one of Dorset and Hampshire’s most respected and astute Wealth Managers – with a well justified reputation for objectivity, integrity and professionalism.

As Independent Financial Advisers we offer a truly impartial, boutique wealth management service with your best interests at the heart of everything we do. Our aim is to deliver personalised solutions and help clients reach their financial goals.

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

An ever increasing number of people are taking a closer look at the role their financial adviser performs and asking the question ‘Are they adding value or just a cost?’ Here at Charlwood IFA we specialise with assisting individuals with investable assets upwards of £250,000. It’s our knowledge, expertise and experience in managing money which qualifies us to act as Discretionary Investment Managers and sets us apart from others.

Martyn Charlwood explains what differentiates the Charlwood wealth management offering.

Why not call us to explore the possibilities of better investment returns and lower charges. We offer a free, no obligation, financial report tailored to your specific circumstances. We can start with a cup of tea over a Zoom call or an old fashioned phone call, whatever suits you best.

Request a call back

    Becoming a client - Information Pack

    Request a Postal Copy

    Past performance is not a guide to future performance.
    The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed.