Why Charlwood IFA

With so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs – and why? We believe it’s our knowledge, expertise and experience in managing investments and pensions that sets us apart.

Less than 2% of IFA’s are eligible to act as Discretionary Investment Managers’. It’s this level of expertise that differentiates us from the other 98%.

Our investment managers have extensive experience having acted for big institutions such as Kleinwort Benson, New Star, Hill Samuel and actively managed funds exceeding £1 billion. 

What makes us different? In summary, we care, we take a pride in what we do – it’s these simple but all important qualities together with our knowledge and expertise which differentiates our wealth management offering from the rest.

As Discretionary Investment Managers you will be entrusting your affairs to an organisation of investment and wealth specialists. The good news is all of the above is supported by one of the most competitively priced wealth management offerings in the industry. 

What others say...
  • We have been dealing with Charlwood IFA for almost 12 years.
    They are extremely helpful and we have been delighted with their investment performance and the level of service provided.
  • I’ve known Charlwood IFA for almost fifteen years now. They’re a rare breed of people who work with integrity and professionalism in all they do and I’ve always felt safe and well informed dealing with them.
  • Many thanks to Charlwood IFA they have assisted three generations of my family and recently helped ease my husband into semi retirement. Excellent service would recommend to all my friends.
  • I have known Martyn for a decade both as a client and as my IFA. In that time I have been extremely satisfied with his service and commitment. My two daughters have now entrusted their wealth management to Charlwood IFA.
  • Aside from great investment performance, knowledge and expertise, Charlwood IFA are accessible, respond rapidly to queries and provide excellent customer service.
Becoming a client - Information Pack

Request a Postal Copy View PDF

Why Charlwood IFA

With so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs – and why? We believe it’s our knowledge, expertise and experience in managing investments and pensions that sets us apart.

Less than 2% of IFA’s are eligible to act as Discretionary Investment Managers’. It’s this level of expertise that differentiates us from the other 98%.

Our investment managers have extensive experience having acted for big institutions such as Kleinwort Benson, New Star, Hill Samuel and actively managed funds exceeding £1 billion. 

What makes us different? In summary, we care, we take a pride in what we do – it’s these simple but all important qualities together with our knowledge and expertise which differentiates our wealth management offering from the rest.

As Discretionary Investment Managers you will be entrusting your affairs to an organisation of investment and wealth specialists. The good news is all of the above is supported by one of the most competitively priced wealth management offerings in the industry. 

What others say...
  • We have been dealing with Charlwood IFA for almost 12 years.
    They are extremely helpful and we have been delighted with their investment performance and the level of service provided.
  • I’ve known Charlwood IFA for almost fifteen years now. They’re a rare breed of people who work with integrity and professionalism in all they do and I’ve always felt safe and well informed dealing with them.
  • Many thanks to Charlwood IFA they have assisted three generations of my family and recently helped ease my husband into semi retirement. Excellent service would recommend to all my friends.
  • I have known Martyn for a decade both as a client and as my IFA. In that time I have been extremely satisfied with his service and commitment. My two daughters have now entrusted their wealth management to Charlwood IFA.
  • Aside from great investment performance, knowledge and expertise, Charlwood IFA are accessible, respond rapidly to queries and provide excellent customer service.
Becoming a client - Information Pack

Request a Postal Copy View PDF