We have been with Chartwell Financial Planning since they started and really value the advice and support we have been given at all times. Jo comes to our home which makes for a very relaxed atmosphere and no question is too much trouble. We find their advice invaluable at this stage in our lives as we look towards retirement and it makes it seem a very achievable goal. We would have no hesitation in recommending them for any financial needs.

- Denise Armstrong and Damon Rockwell

Both of us had some concerns about the lack of service by our former provider, so we contacted Jo to get a second opinion on our financial situation. What shone through was the desire to fully understand and analyse our income, spending and future plans. Something I have not experienced before with other financial advisors. The beauty of the Chartwell approach is you get an analysis tailored to you, no pressure, just friendly, sound professional advice. Customer experience is clearly important to Jo and team and that is the cornerstone of a good business relationship with clients. We have absolutely no hesitation in recommending Chartwell and we feel much happier that our financial future is secure.

- Colin & Gill Tansley

Jo was recommended to me and from the first time we met I have been impressed by her approach. She is friendly, professional and very honest, and has provided me with sound financial advice. The cashflow system she uses has enabled me to see that on retirement I won’t run out of money, and even how much I can safely spend on “fun stuff”. I am happy to recommend Jo to my friends and family, and to anyone who wants a truly outstanding professional financial service, and the peace of mind this gives.

- Jackie Taylor

I had been using the same Financial Advisors since setting up a pension fund several years ago. For several years later I was having to speak to a different person each year. Since being with Chartwell I have received prompt attention to any query I may have, they visited me at home and comprehensively went through my expected needs when I retire and what the fund was likely to provide. You get the personal touch with Chartwell and I would certainly recommend them to anyone who is requiring a financial advisor. Chartwell have kept me up to date with information which was especially reassuring during the COVID 19 Pandemic.

- Angela Southern

My wife and I first met Jo approximately 4 years ago as I was approaching retirement and needed advice on arranging the various pensions I was due to receive at 65.

We were immediately struck by her understanding of our requirements, her positive attitude and common sense. She presented us with options and explained the pros and cons of each. Once a decision had been made to take out a SIPP Jo handled all the details, contacting the various pension providers and ensuring that the arrangements met Isle of Man requirements. In short the whole process was painless and hassle free.

When Jo decided to set up her own business we had no hesitation in transferring everything to Chartwell. She has continued to give good, sound advice and with newly acquired software demonstrate the effect any changes in circumstances would have on our future income.

We would recommend anyone in a similar position to talk to Jo.

- Pete Sharples – 5 June 2020

Get in touch

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]

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