'Discount only' service on choosing your own funds

Because of the quality of fund management and outstanding levels of ongoing service we will provide to our 2010 ISA Portfolios, we believe that most investors should consider these above other options this year. The ongoing turbulence in markets convinces us even more of the wisdom of being well diversified and well looked after!

However some investors have a particular preference of fund group or wish to select their own specific funds. You may even want to select individual funds from our portfolios. Chartwell Direct can offer discounts on approximately 1200 funds in the market,  do call us on 0117 9170777 to discuss our ‘discounts only’ service.

Chartwell – your intermediary

Our aim is to make the discount broking investment process as smooth as possible by providing a professional, friendly and efficient service. Chartwell will act as your agent on your investment so that it is set up correctly. We achieve this by ensuring this simple four point plan: 

1. Upon request, you receive full information of any product (providing we offer terms on the product)
2. You receive the full benefit of our attractive discounts and terms
3. Your investment is set up on the correct commission basis and charging structure
4. All administration is processed quickly and efficiently 

If you are looking to purchase any kind of financial product or make any investment, Chartwell can offer you great savings.  To find out more if you need advice to make any of these decisions, please consider our Chartwell Private Client service. 

Alternatively, please call 0117 9170777 for further information