If you are here, it is likely that you have an immediate financial challenge, have experienced a life changing event, or have simply decided that now is the time to take control of your finances to ensure you will be financially secure. Whatever the reason you are here, we will be able to help.
Organising your financial arrangements can appear to be a complex process and one that most people put off, until they have to. Chartwell Financial Planners are passionate about providing great financial planning advice that is personal, tailored and simple, guiding you towards your best life.
Jo and Hazel founded Chartwell Financial Planners to be able to offer a service to clients that was focused entirely on their financial well-being, in the knowledge that once you have ticked that box, you can truly start living.
We will take time to understand what’s important to you and what you want to achieve in life for you and your family over the short, medium and long-term. We then put a plan in place, organising your finances in a way that will help you best achieve your goals.
With the correct financial planning and advice you will be in control of making the right financial decisions to build and protect your wealth over time.
Being independent, we can consider the whole of the market to select the most suitable products for your needs; Life & Critical Illness Cover, Income Protection, Investments, Pensions & Retirement Planning. Ultimately to reach your financial goal quicker, and in a tax efficient manner.Learn more about Chartwell
Jo has worked in Financial Services since 1997, following completion of a BA Hons Degree in Financial Services and has over 20 years financial services experience covering lending, banking and of course financial advice.
Jo also holds the Level 4 Diploma in Financial Planning and is experienced in all areas of financial planning including protection, investments, pensions and retirement planning.
Hazel has worked in the finance sector on the island for over 30 years. During her career, she has worked in senior roles in regulatory compliance, as well as having provided specialist advice in financial planning and banking services to local and international clients.
Hazel holds the Diploma in Regulated Financial Planning and graduated from Nottingham Trent University with a B.Ed (Hons).
If you have a specific financial challenge, would like assistance planning for the future, or just need some guidance, let’s see if we can help.
The first step is to get in touch. We are happy to meet with no commitment on either side and see if the service is right for you and whether we’d work well together.
We look forward to hearing from you.
Call us: 01624 801409
Email us: [email protected]