Wealth Management

When you've worked hard to create your wealth, enjoying the benefits it brings is no more than you deserve. But to achieve this can involve knowledge and insight you may not have, and time and energy you'd probably rather devote to something else.

At Charlwood IFA, we can relieve you of the time consuming and often complex responsibilities of looking after your investments. As Discretionary Investment Managers we have the skills and resources to monitor, protect and enhance your wealth for you and your family. We are one of a small minority of Independent Financial Advisers which offer the specialist service of in-house Discretionary Investment Management.

As Independent Financial Advisers we start the process by analysing your current investments and pensions in light of your objectives. We then provide a comprehensive report detailing our recommendations together with the associated benefits in implementing these recommendations. We pride ourselves upon the clarity of our communication. By listening to your objectives and understanding your circumstances we can clearly define proposals which best allow you to achieve your financial goals.

All in all, we provide a solution which offers you the freedom to concentrate on the life you want to lead as well as the time to reap the full rewards of the assets and wealth you've created.

Local news publications asked us to explain the alternative wealth management offerings to enable the consumer to better understand who and what service will serve them best. You can read the full article here.

In addition to our main office in Poole, we have satellite office facilities to meet in Lymington and New Milton. Whilst our clients are located all over the world, the geographical location of our office facilities is such that we cover Poole, Bournemouth, Ferndown, Wimborne, West Moors, Broadstone, Langton Matravers, Wareham, Highcliffe, Lymington, New Milton, Hordle, Sway, Burley, Christchurch, Ringwood, and the surrounding areas in Dorset and Hampshire.

Managing Director Martyn Charlwood and Investment Director Michelle Sanders talk us through the Charlwood investment process

Request a wealth management publication here

Working on your behalf to seek out and obtain the best investment
returns.

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.