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 £150m of assets
Services to Solicitors on behalf of individuals, pension schemes and Trusts
with an additional £150m of commercial property
under SSAS schemes
What’s 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
What’s 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
What’s 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
What’s 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
What’s 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)
What’s 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
What’s 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
What’s 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
What’s in it for you?
• Post settlement advice
• Specialist services

10. Chartwell Financial Services What’s 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
What’s 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
What’s 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