We care about your financial future, as much as you do.

Chartwell Financial Planners provide independent financial advice to Isle of Man private clients and business’, covering protection, investments, pensions and retirement planning.

If you’re here, you probably have a financial problem or challenge you need solving. Our first job is to do just that.

We take time to understand the aspirations you have for your life and 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.

We enjoy working with our clients to make sure they get the most out of life. We are serious about creating a secure financial future for our clients.

About Jo

Passionate about financial advice. Jo founded Chartwell Financial Planners to provide the best possible advice and service to her clients on what really matters. Living your best life.

After completing a Financial Services degree in 1997, Jo knew she wanted to work in financial advice. With 22 years’ experience in financial services and 14 years within financial advice both in the UK and the IOM Jo has gained the knowledge and experience necessary.

Jo is experienced in all areas of financial planning, protection, investments and pensions and has dealt with a wide range of business and private clients on financial planning matters.

Why We're Different

We believe...Financial Planning can be life changing when done correctly and in order to achieve this, lifestyle cash flow planning is essential. It’s what we do, and we love what we do.

Lifestyle cashflow planning is the most powerful tool available to allow you to take control of your future. You can see what it looks like and if you don’t like what you see you, change it.

Jo recognises that no one really wants a ‘pension’. What you want is to be able to retire, do the things you want to do, without worrying about money.

Delivering a thoroughly personal service, with your financial planner on the other end of the line as your first port of call. If you ring Jo, you will get Jo.

Here’s how we work when it comes to putting together a financial plan for you:

We will arrange a meeting at a time and place convenient for you. This is an opportunity to gather information, get to know you, and understand your goals; in life, not just in relation to your finances. We build long-term relationships with our clients to put you on the right track and ensure you remain there.

We obtain information on any of your existing plans and complete a review of your cash flow. What does your current financial picture look like and will it achieve your goals?

Using lifestyle cashflow planning software, we will create a plan that will solve your current financial problems and get you on the right path to achieving your objectives. We’ll then meet again to present the plan and our recommendations. Of course, you’re bound to have to questions and queries here; we’ll make sure those are addressed.

Our team will work to implement the recommendations we have put in place. We will be happy to work with any other professional advisers, including advocates and accountants.

A financial plan is not a one-off process. We will continue to review the suitability of your plan and arrangements regularly. Not only can your objectives change but so too can regulations, products and tax rules. We will be there to make sure you stay on-track. We build long-lasting relationships with our clients and offer an ongoing service to ensure you and your family remain on track, whatever happens.

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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