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Professionals Presenter Draft 2 Oct 2011

Richard Clarke DipFA MIFS
Richard Clarke DipFA MIFS

Chartwell Financial Services is a financial services firm based in Altrincham, Cheshire that provides bespoke financial solutions to both personal and corporate clients. It offers a wide range of services including corporate and M&A advisory, business protection, commercial property purchases through pensions, investment management, group risk and employee benefits, and trustee services. The firm works with accountants, solicitors, and their clients to build long-term relationships and help reinforce client referral networks.

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Chartwell Financial Services Chartwell Financial Services - part of The Lindley Group Chartwell Professionals Established in 1979 as Lindley Trustees Our Core Qualities Now one of the premier financial services groups in the North West Services to Accountants 100% owned by its shareholding Directors Lindley group manages in excess of 贈150m of assets Services to Solicitors on behalf of individuals, pension schemes and Trusts with an additional 贈150m of commercial property under SSAS schemes Whats in it for you? Specialists in investments for both individual and corporate clients
Chartwell Financial Services Chartwell Financial Services is a firm of fee based independent financial advisers based in Altrincham, Cheshire. We have been providing bespoke financial Chartwell Professionals solutions to both personal and corporate clients since 1992 Our Core Qualities As part of the Private Clients business Chartwell Wealth Services to Accountants Management offers holistic financial planning advise on a fee charging basis. We offer a series of risk based Services to Solicitors investment portfolios on our own wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio Whats in it for you? strategies
Chartwell Financial Services How can an IFA help with Client Management & Business Development? Chartwell Professionals Build long term relationships Our Core Qualities Retaining existing clients year on year Generating new work from existing clients Services to Accountants Obtaining recommendations from existing clients Understanding clients needs through formal reviews Services to Solicitors Regular client communication Client segmentation and needs profiling Whats in it for you?
Chartwell Financial Services What are our core qualities? Chartwell Professionals Excellent qualifications Strong reputation Our Core Qualities Clear areas of expertise Exceptional service Services to Accountants Focus on advice not sales Services to Solicitors Trust & integrity Flexible remuneration Whats in it for you? Commitment to an ongoing client relationship
Our Services to Accountants & Tax Advisers Chartwell Financial Services Corporate & M&A Succession & exit planning Chartwell Professionals Business & corporate protection Shareholder protection Our Core Qualities Keyperson protection Relevant life policies Services to Accountants Commercial property purchase via pensions SASS Professional Trustees since 1979 Services to Solicitors SIPP Corporate investment strategies Whats in it for you? Owner Manager retirement planning Funding for business growth Risk based investment management
Our Services to Accountants & Tax Advisers Chartwell Financial Services Group risk & employee benefits Assist with recruitment & retention of key staff Chartwell Professionals Executive benefits provision Installation & management of risk benefits Our Core Qualities Claims management Flex benefits Services to Accountants Staff benefits online access Group Pensions Services to Solicitors Suitability analysis of existing schemes Comply with current and new rules (Stakeholder and NEST) Whats in it for you? Installation & management of pension scheme Bi-annual staff pension surgery Advice for retiring staff
Chartwell Financial Services Our Services to Solicitors Corporate & M&A Chartwell Professionals Succession & exit planning Our Core Qualities Business & corporate protection Shareholder protection Services to Accountants Keyperson protection Relevant life policies Services to Solicitors Commercial property purchase via pensions SASS Professional Trustees since 1979 Whats in it for you? SIPP
Chartwell Financial Services Our Services to Solicitors Matrimonial & Family Law Chartwell Professionals Pension Splitting & Sharing Orders Post divorce financial planning Our Core Qualities Rebuild investment & pension strategies Replace lost life cover/family protection Services to Accountants Services to Solicitors Estate & Trustee Investment Advice Discounted Gift trusts & Loan trusts Whats in it for you?
Our Services to Solicitors Chartwell Financial Services Trustee Review Service Risk management for professional trustees Chartwell Professionals Compliance with Trustee Act 2000 Risk based investment management Our Core Qualities Deposit management review service Court of Protection and Personal Injury Trusts Services to Accountants Risk graded investment strategies Periodic Payments management of Services to Solicitors income Personal Injury Whats in it for you? Post settlement advice Specialist services
Chartwell Financial Services Whats in it for you? Reinforce long-term, high value, high quality client Chartwell Professionals relationships Our Core Qualities Attract more clients within your preferred market segments Services to Accountants Improve levels of client referral Increase levels of business from existing clients Services to Solicitors Maximise efficiency and profitability Whats in it for you? Build holistic advice proposition
Chartwell Financial Services Q&A? Chartwell Financial Chartwell Professionals Services Lindley Court Scott Drive Our Core Qualities Altrincham Cheshire Services to Accountants WA15 8AB T. 0161 929 3500 Services to Solicitors F. 0161 929 3501 E. info@chartwellfs.com W. www.chartwellfs.com Whats in it for you? Q&A / Next Steps Chartwell Professionals and Chartwell Wealth Management are trading styles of Chartwell Financial Services Limited who is Authorised & Regulated by the Financial Services Authority. Registered in England 02578206

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Professionals Presenter Draft 2 Oct 2011

  • 1. Chartwell Financial Services Chartwell Financial Services - part of The Lindley Group Chartwell Professionals Established in 1979 as Lindley Trustees Our Core Qualities Now one of the premier financial services groups in the North West Services to Accountants 100% owned by its shareholding Directors Lindley group manages in excess of 贈150m of assets Services to Solicitors on behalf of individuals, pension schemes and Trusts with an additional 贈150m of commercial property under SSAS schemes Whats in it for you? Specialists in investments for both individual and corporate clients
  • 2. Chartwell Financial Services Chartwell Financial Services is a firm of fee based independent financial advisers based in Altrincham, Cheshire. We have been providing bespoke financial Chartwell Professionals solutions to both personal and corporate clients since 1992 Our Core Qualities As part of the Private Clients business Chartwell Wealth Services to Accountants Management offers holistic financial planning advise on a fee charging basis. We offer a series of risk based Services to Solicitors investment portfolios on our own wrap which also permits our clients to hold legacy investments and deposits under pension and personal portfolio Whats in it for you? strategies
  • 3. Chartwell Financial Services How can an IFA help with Client Management & Business Development? Chartwell Professionals Build long term relationships Our Core Qualities Retaining existing clients year on year Generating new work from existing clients Services to Accountants Obtaining recommendations from existing clients Understanding clients needs through formal reviews Services to Solicitors Regular client communication Client segmentation and needs profiling Whats in it for you?
  • 4. Chartwell Financial Services What are our core qualities? Chartwell Professionals Excellent qualifications Strong reputation Our Core Qualities Clear areas of expertise Exceptional service Services to Accountants Focus on advice not sales Services to Solicitors Trust & integrity Flexible remuneration Whats in it for you? Commitment to an ongoing client relationship
  • 5. Our Services to Accountants & Tax Advisers Chartwell Financial Services Corporate & M&A Succession & exit planning Chartwell Professionals Business & corporate protection Shareholder protection Our Core Qualities Keyperson protection Relevant life policies Services to Accountants Commercial property purchase via pensions SASS Professional Trustees since 1979 Services to Solicitors SIPP Corporate investment strategies Whats in it for you? Owner Manager retirement planning Funding for business growth Risk based investment management
  • 6. Our Services to Accountants & Tax Advisers Chartwell Financial Services Group risk & employee benefits Assist with recruitment & retention of key staff Chartwell Professionals Executive benefits provision Installation & management of risk benefits Our Core Qualities Claims management Flex benefits Services to Accountants Staff benefits online access Group Pensions Services to Solicitors Suitability analysis of existing schemes Comply with current and new rules (Stakeholder and NEST) Whats in it for you? Installation & management of pension scheme Bi-annual staff pension surgery Advice for retiring staff
  • 7. Chartwell Financial Services Our Services to Solicitors Corporate & M&A Chartwell Professionals Succession & exit planning Our Core Qualities Business & corporate protection Shareholder protection Services to Accountants Keyperson protection Relevant life policies Services to Solicitors Commercial property purchase via pensions SASS Professional Trustees since 1979 Whats in it for you? SIPP
  • 8. Chartwell Financial Services Our Services to Solicitors Matrimonial & Family Law Chartwell Professionals Pension Splitting & Sharing Orders Post divorce financial planning Our Core Qualities Rebuild investment & pension strategies Replace lost life cover/family protection Services to Accountants Services to Solicitors Estate & Trustee Investment Advice Discounted Gift trusts & Loan trusts Whats in it for you?
  • 9. Our Services to Solicitors Chartwell Financial Services Trustee Review Service Risk management for professional trustees Chartwell Professionals Compliance with Trustee Act 2000 Risk based investment management Our Core Qualities Deposit management review service Court of Protection and Personal Injury Trusts Services to Accountants Risk graded investment strategies Periodic Payments management of Services to Solicitors income Personal Injury Whats in it for you? Post settlement advice Specialist services
  • 10. Chartwell Financial Services Whats in it for you? Reinforce long-term, high value, high quality client Chartwell Professionals relationships Our Core Qualities Attract more clients within your preferred market segments Services to Accountants Improve levels of client referral Increase levels of business from existing clients Services to Solicitors Maximise efficiency and profitability Whats in it for you? Build holistic advice proposition
  • 11. Chartwell Financial Services Q&A? Chartwell Financial Chartwell Professionals Services Lindley Court Scott Drive Our Core Qualities Altrincham Cheshire Services to Accountants WA15 8AB T. 0161 929 3500 Services to Solicitors F. 0161 929 3501 E. info@chartwellfs.com W. www.chartwellfs.com Whats in it for you? Q&A / Next Steps Chartwell Professionals and Chartwell Wealth Management are trading styles of Chartwell Financial Services Limited who is Authorised & Regulated by the Financial Services Authority. Registered in England 02578206