Client Testimonials

Tom L.
14:19 13 Jun 21
Excellent and friendly service. Always outperform the market even in the turbulent 2020,
Emma R.
16:59 05 May 21
Charlwood IFA are fantastic and all my worries about investing savings have disappeared with their professional and excellent service, and their regular updates are fantastic at reassuring me that their eye is constantly scanning my investments, and making changes if required.
Ryan T.
10:49 26 Mar 21
I have been delighted with the friendly and professional manner in which Charlwood IFA dealt with my investment requirements. They took the time to understand my objectives and discuss my investment risk profile, their advice was clear and concise, and their administration has been efficient and worry-free. All in all, I feel comfortable and confident in their desire, expertise and ability to expertly manage my affairs and my investment requirements whilst simultaneously offering excellent value for money.
Mohammed A
15:20 04 Dec 20
We have had investment dealings for a few years now and we are very satisfied indeed with the efforts and professionalism of the whole Charlwood team in Westbourne. We are looking forward to hopefully a long and mutually beneficial working relationship in the more financially stable future.
James W.
13:11 01 Dec 20
very impressed with the personal approach the care and sound sensible advice given especially in such difficult times. I have great faith and confidence in the company
Andrew R.
11:10 27 Nov 20
I can only say that from the minute I started dealing with Martyn, Jon and the staff at Charlwood IFA, I have been impressed with their professionalism, expertise and knowledge on various financial matters, and I would recommend their services to anybody as second to none.
Ron M.
06:47 19 Aug 19
A most professional, yet friendly, team. Always respond promptly and deal with queries in a manner which instils confidence. It is a pleasure to have them working for us to manage our finances and, hence, our future!
Liz C.
16:19 10 Sep 18
I have always had very clear and sound advice from Charlwood IFA. The staff are friendly and approachable at all times. Would recommend them to others.
Barbara M.
08:49 05 Aug 18
5 years ago I very suddenly found myself widowed knowing nothing about the investments my husband had as he had always dealt with them.Fortunately I had a very good friend who recommended me to Charlwood IFA.I found all the staff very kind, understanding of my position and very willing to tolerate the fact that I had no knowledge of the investment world. I felt completely confident from the beginning and only too willing to entrust my business to them. The whole experience has been very friendly but at the same time professional.I would recommend Charlwood IFA without hesitation.From: Mrs. Barbara Murray. Highcliffe, Christchurch.
Mike G.
15:57 03 Aug 18
After many years of watching our pension pot and savings plans failing to perform in an outdated ‘Zombie’ fund and not really knowing who or where to turn to for help, we contacted Charlwood IFA with a view to the possibility of cashing in all our pensions and endowments, in itself quite a daunting process! After a couple of meetings, they explained everything in a simple to understand but comprehensive way that our savings could be growing much more than they were. We took their advice and their team of dedicated professionals then did all the necessary paperwork to make it happen and it’s the best financial decision we’ve ever made, especially over the last couple of years where we’ve seen extraordinary growth. Thanks to the team at Charlwoods our future looks bright, my wife and I cannot recommend them highly enough. 6 stars out of 5!Mike and Gill G.
Colin L.
11:47 03 Aug 18
Martyn Charlwood initially managed my parents affairs and helped me administer their estates when they died. Since my retirement they have helped my wife and I with our investments and inheritance tax planning. Martyn and his staff have always provided us with professional, prompt and friendly assistance.
Brian J.
22:25 17 Jul 18
I have been using the excellent service of Charlwood IFA for over 20 years and during that time Martyn and his staff have always been very friendly and efficient. From my first meeting with Martyn all those years ago I knew that I could trust his advice and that has proven to be true.They have skilfully managed my investment portfolio through the many changes in the financial markets over the years. In this time they have proven they have the ability to make the right decisons which has resulted in my investments growing when the money markets are going through good times and bad times.During the years they have also done a very good job of keeping me informed of the different changes to pension regulations and assisting me to make the right decisions when changes needed to be made to my financial planning.I am now looking forward to an enjoyable retirement during which time I expect them to carry on doing an excellent job of managing my finances.
Julia G.
16:14 17 Jul 18
We have been more than happy dealing with Charlwoods for the last 12 years. They have assisted us with our investments, estate planning and helped us to reduce inheritance tax to the benefit of our children.Martyn and his staff are always polite, friendly and helpful
Wendy H.
17:26 13 Jul 18
We have been with Charlwood now for over 10 years and the team have always provided an excellent and friendly service. They have helped with investments for 3 generations of our family and we are extremely satisfied with the service
Kieran O.
12:06 13 Jul 18
Our longstanding business relationship with Charlwood IFA has evolved into a personal one and over the past few years their assistance with our retirement planning and investment management has been invaluable. We look forward to reaping the rewards!
Ryan T.
08:47 19 Apr 17
Julian E.
11:57 28 Apr 16
Previously my father, who was both an IFA and a Discretionary Investment Manager, looked after our pensions and investments. Following his retirement, my father asked Charlwood IFA to manage his affairs and subsequently suggested that they also look after our own. I am pleased to say the transition to Charlwood IFA, whilst fairly complex, was painless. We were delighted with the advice given, the efficient manner in which we were looked after and we look forward to a long and beneficial relationship.
James C.
07:25 25 Apr 16
Always excellent service giving you the time you need to make important decisions. Thanks for your help.
Evie H.
19:43 16 Apr 16
Charlwood has been looking after my investments for several years and I am very happy with their services. The team is friendly and always responds quickly to my requests or queries.
Andrew C.
17:18 12 Apr 16
Charlwood always provide, superb, prompt and personal service that makes you feel like a valued customer.
Sally S.
17:04 12 Apr 16
My husband and I entrusted our investments to Charlwood, taking their advice on how best to maximise our monies and provide an income in retirement. Transferring disparate investments into a manageable portfolio was a complicated procedure, but it was handled professionally by Charlwood and with very little stress for us. Everyone was a pleasure to deal with, and they continue to be so.When my husband died they were extremely kind and supportive. Transition of our joint portfolios to my widowed status was seamless and required almost no effort on my part - a real weight off my mind at an obviously difficult time. They continue to advise me now, and I am grateful to have the services of such skilled professional and trustworthy people.
Sean R.
11:10 19 Mar 15
Having held investments with Charlwood IFA for nearly seven years and now currently needing to take the proceeds, I wanted to take the opportunity of saying thanks for the incredibly professional job you have done. Having held investments with the banks prior to taking up your services, it has been a breath of fresh air to see how the job should be done and to observe your outperformance in both rising and falling markets. I wish you continued success and whilst withdrawing most of my money now hope to rebuild my portfolio with you in the near term. Sincerely thank you, Sean Rafter.
Jo K.
15:40 21 Nov 14
To me the most important word when telling anyone about an IFA is TRUST. You have to have 100% trust in the firm you choose to use and I have 100% trust in Charlwood IFA. They have never let me down and without that complete trust I would not have let them have access to my inheritance. Over the years I have been impressed by their knowledge of the financial markets and situations, by their judgements, and how they really have made my money work for me (which was the prime goal). From not knowing anything about investments or savings, they have given me a basic understanding of how it all works – and what has also been important to me is the fact that should I feel the need to discuss financial matters with them, they are always available. Thank you Martyn, thank you Jon and thank you to all the rest of the staff in the Office.
Lucinda K.
11:10 14 Jul 14
We entrust our financial affairs and those of my elderly mother to Charlwood IFA and have done so for several years. We have always been happy with the advice provided and it’s great to be able pick up the phone and speak to someone straightaway who is genuinely keen to assist.
Richard F.
14:59 08 May 14
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.
Rob T.
14:58 17 Apr 14
I have known Martyn for a decade both as a client and as my IFA. In that time I have been extremely satisfied with is service and commitnent to his clients. My two daughters have now entrusted their wealth management to Charlwood IFA.
Peter D.
10:44 17 Apr 14
Charlwood consolidated my pensions in a very professional manner fully consulting advising and involving me throughout the process.They continue to help me manage them and I trust them to act in my best interests.I would have no hesitaton in advising friends and others to use them.
Alan R.
10:36 17 Apr 14
Aside from great investment performance,knowledge and expertise,Charlwood IFA are accessible,respond rapidly to queries and provide excellent customer service.
Paula B.
10:35 17 Apr 14
When we retired it was vital our investments provided the income we required. Martyn and his team managed our monies superbly.We have the income we need and the growth of our portflio has exceeded their performance benchmark by a considerable margin.
Carl D.
10:04 17 Apr 14
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.
Michelle S.
09:45 16 Apr 14
Many thanks to Charlwood IFA they have assisted 3 generations of my family and recently helped ease my husband into semi retirement. Excellent service would recommend to all my friends