We offer a truly impartial, boutique wealth management service with our clients best interests at heart of everything we do. Below are some of the reviews our clients have provided.
Please contact us to find out how we can help you.
We cover Dorset and Hampshire, with offices located in Poole, Lymington and New Milton.
15:09 30 Jan 24
When I first came to speak to Jon I was having issues with getting information about my pension and how it was being invested. As a dual citizen I needed some specific help. Jon has been clear and concise with his advice and has sorted everything out for me. I have since recommended him to two other friends. I am so happy to have found a financial advisor who listen to my concerns and explains his recommendations clearly. All of the staff are responsive and easy to deal with and I am happy to be dealing with such a professional group of people. I was recommended to use Charlwwod IFA and I am very pleased with how everything has been set up for me by Martyn and his team. Thank you. Excellent advice and very thorough in handling the transfer.Kept us informed all the way through.Would definitely recommend.
15:36 08 Sep 23
I shopped around looking for someone to look after my investment as like most the returns haven't been anything of note over a sustained period. Whilst it's early days I've been impressed by the performance, and the communication from the knowledgeable and friendly people at Charlwood. Having been disappointed by the service I got from one Financial Advisor, I responded to a mailing from Charlwood and felt more confident from the very first meeting.I do not fall into the 'wealthy' group, and so what I had managed to accumulate throughout my working life probably had a disproportionate value to me.One never knows who to trust at the start of any relationship, but my initial impression of Martyn and Jon and their team proved correct, and they have looked after me impeccably since, and the numbers speak for themselves in that the investments they make certainly do better than all relevant benchmarks. By a long chalk.I am confident in recommending them. As a retired IFA, I have used the services of Charlwood IFAs over 20 years. In all my dealings they have always acted with integrity, honesty and commitment and can thoroughly recommend their organisation for their investment orientated professionalism We wanted to consolidate our various investments into one 'pot' and were attracted to Charlwood after a brief scan of the IFA's in our area, as they are a 'discretionary' IFA. After outlining our aims and detailing our investment portfolio via email we received a report explaining options for us.We had a face to face meeting with Jon Tuck at the Westbourne office at which he explained things in more detail. We signed the paperwork and that was it. Very simple. We look forward to having a local company look after our investments.The staff are responsive and polite. It is good to make a call without having to select endless 'options' and be kept on hold. Extremely helpful and well informed, lots of help and support in answering our questions. Transfer went very smoothly. We were recommended to Charlwood IFA.I have received nothing but exemplary service and guidance from everyone to manage my relatives finances and the best way to make investments in a complex market.I would highly recommend this company to anyone that requires help with investments. Well organised company. Lots of help and support in answering our questions. Transfer went very smoothly Extremely helpful and well jnformed , enabled me to do just what I wanted with my capital.
14:36 31 Oct 22
Reviewing my affairs with Charlwood IFA has been straightforward, I have transferred my investments to them and its been a smooth process. I like the personal service.
13:04 21 Oct 22
From our first meeting with Martyn Charlwood in their offices, to the completed transfer of our pensions and other investments, the service has been professional. The initial review was easy to understand. Communications from both Jon and Andrew have been very quick and precise. The online platform to view the investments is very easy to navigate. Based on our experience so far, We have no hesitation in recommending Charlwood IFA – indeed we already have done so. After 11 years, and becoming increasingly dissatisfied with our previous IFA, we were seeking a change to a company who were more flexible and aligned with our requirements. After careful research of Charlwood and two in-depth meetings with Martyn Charlwood in their offices we made the decision to change. Our pensions and other investments have now transferred across and the process has been swift, well organised and with good professional communication at each stage.On our experience to date we can recommend Charlwood to others who are looking for an IFA with good investment returns. Charlwood IFA have helped me to set up a pension. As a person who has little experience with financial matters, I have been very pleased and impressed by the service Charlwood IFA have provided. They have guided me through the entire process offering help and clear explanations along the way. I have great confidence in using their services going forward. Having given little thought to our future financial planning, we turned to Charlwood IFA to help guide us through the minefield of information and legislation associated with our pension schemes. Their advice was clear and easy to understand, they took the time to understand our needs and provide a solution that has performed well given the challenges of Brexit and the COVID pandemic. The team have updated us on a regular basis and have alway been prompt in returning answers to any questions we have raised. We have always found them professional, knowledgeable and friendly and we feel that we are in safe hands. Have used Charlwood for many years, they have always been proactive and kept me well informed. Regular updates on my situation and checking in with me as circumstances have changed both for me and the world at large. I have used this company for many years and are highly recommended. The advice given has always proved positive, they are efficient, friendly and do not pressure you. You will be given the right advice for your needs. Don't hesitate to contact them you will not be disappointed! really pleased with the service we have received from Charlwood - Jon has been great keeping us up to date and informed about our choices. I have been using Charlwood since 1994 so can speak for the long term experience which has always been excellent in terms of advice, performance and integrity. I discovered Charlwood in 2018 when looking to invest two pension pots. I was impressed by the returns they had been consistently achieving from their low to medium risk income portfolio. I also liked that they are Discretionary Investment Managers which basically means that they can react far more quickly to market changes. Eventually at that time I didn't do anything and I continued to work. However this year I have finally decided to take the plunge.The process starts (at least it did for me) with an analysis of my finances and needs, culminating in a free financial report which includes recommendations.My dealings have been with Martyn, Jon and more recently Andrew. Also not forgetting Amy. All have been absolutely excellent and I feel that I am in very safe hands. So far so good! It was very easy to combine all my pensions together via Charlwood and then for them to manage the new scheme in the future. A big reduction in paperwork for me! Charlwood IFA were recommended to us by a trusted friend many years ago and Martyn and the team have been looking after pensions for me and my husband ever since. Their service is highly professional whilst putting everything into plain English and ensuring that we understand.This year I wanted to amalgamate some pensions into a single scheme and one of the pension companies proved very frustrating. The team at Charlwood were tenacious and proactive in getting the transfer successfully completed for me.I have no hesitation at all in recommending Charlwood IFA, and am very happy that it will be them advising me when I reach retirement. I struggled with trying to organise my pension pot for over a year. I felt it was like wading through treacle. I was almost at my wits end. But then I found Charlwood's. It was as if a weight had been lifted from my shoulders. For the first time someone, Martyn, explained things in terms I could easily understand. I now feel that my finances are secure and that they are being professionally administered. Thank you. We've been using Martin for over 30 years and Charlwood's have provided a thoroughly professional approach to our financial matters. We have no problem in recommending him. Have no hesitation is recommending the team at Charlwood who have really looked after me since moving to them a couple of years ago and in my view offer a different and more proactive approach Charlwood IFA have managed my assets for many years. They are responsive to my requests and, indeed, often make strategic proposals without my asking. Whenever I need to play the "Bank of Mum and Dad", the money for the youngsters arrives swiftly. I am also impressed by their security. My satisfaction is such that I am hoping to persuade my elderly neighbour with labyrinthine investments to come to the straightforwardness of Charlwood! Thirty years ago Martyn sat down with me and listened to what my requirements and future goals where. Over that period of time I followed Martyn’s advice entrusting my financial affairs with him and I’m pleased to say that, regardless of two significant market crashes, Brexit and a global pandemic, I’m now able to enjoy an early and comfortable retirement.Martyn and Jon keep in touch providing regular updates on how investments are performing.Martyn has a fastidious attention to detail and over the years, Charlwood IFA has shown a proactive, rather than reactive approach to markets & together with their astute fund managers, have consistently maintained a competitive return. I would strongly recommend Charlwood IFA for all your financial planning.
09:00 06 Oct 21
From the first point of contact Charlwood have been extremely helpful, they have explained everything to my level, so every step of the way they made me feel in control and I understand how my funds are working for me. Can not rate them highly enough. Excellent and friendly service. Always outperform the market even in the turbulent 2020, 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. 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.
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. 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 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. 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! 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.
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. 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. 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. 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. 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 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 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! 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. 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. Charlwood always provide, superb, prompt and personal service that makes you feel like a valued customer. 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. 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. 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.
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.
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. 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. 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. Aside from great investment performance,knowledge and expertise,Charlwood IFA are accessible,respond rapidly to queries and provide excellent customer service. 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. 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.
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