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Chartwell Group Limited

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Chartwell Group Limited

Overview:

The Chartwell Group is a privately owned provider of financial solutions. Its range of operating businesses help clients nationwide make the most of their financial investments.

Since 1995 Chartwell Direct has been providing clients with exceptional service and discounts whilst Chartwell Private Client has been advising and supporting high net worth clients since 2000. Chartwell has over 35,000 clients nationwide, and over £2 billion of assets under agency. There is currently in excess of £110 million invested in the three Chartwell Funds. Chartwell has achieved these exceptional figures through organic and acquisitioned growth.

At Chartwell we believe that one size does not fit all and we are here to help you with your individual financial needs, whether this is financial advice, discounted ISAs, private medical insurance, mortgages or general insurance.

Formerly known as: Cavendish Grant Limited

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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