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 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:

An ever increasing number of people are taking a closer look at the role their financial adviser/wealth manager performs and asking the question ‘Are they adding value or just a cost?’ Here at Charlwood IFA we specialise with assisting individuals who are retired or nearing retirement 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.

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. It’s an opportunity to explore the alternatives of what’s on offer and how you can improve your financial well being for the benefit of you and your family.

Becoming a client - Information Pack

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