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If you knew your future, would you do anything differently?

26 May 2019 by Joanne Dugdale

I was recently discussing with a friend the charities that we have an affinity to. One of mine is Alzheimers, sadly for a selfish reason as Alzheimers … [Read more...] about If you knew your future, would you do anything differently?

Filed Under: Personal Insights

10 Things I’d tell my 21 year old Self

13 May 2019 by Joanne Dugdale

1. Keep your core expenses low Being a financial adviser would lead you to believe I am obsessed with money. The truth is I don’t believe … [Read more...] about 10 Things I’d tell my 21 year old Self

Filed Under: Personal Insights

Glossary of Terms

13 May 2019 by Joanne Dugdale

Key terms that may come up in conversation at Chartwell Financial Planners. Annuity At retirement – but before you reach age 75 – you have to … [Read more...] about Glossary of Terms

Filed Under: Personal Insights

The Power of Financial Planning

13 May 2019 by Joanne Dugdale

There are enough things to worry about in life, without money being one of them. I was once told that the benefit of qualifications is that they … [Read more...] about The Power of Financial Planning

Filed Under: Personal Insights

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  • Citywire New Model Adviser: Interview with Joanne Dugdale
  • Chartwell wins UK Best Adviser Firm under 3 years’ for the second successive year

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