Volatile Stockmarkets!  When was the last time you heard from your investment adviser? Has your adviser gone quiet since the “credit crunch” in 2008? If so, it may be in your interest to take a closer look at where your money is invested.  What is your adviser’s role and what is their responsibility when managing your portfolio?  Has more than 12 months passed since your adviser last reviewed your investments?

1. Volatile Stockmarkets! Volatile Stockmarkets!
In for a shock!
When was the last time you heard from your
investment adviser?
60% of investors not reviewed for
over 12 months Has your adviser gone quiet since the “credit
crunch” in 2008? If so, it may be in your interest to take
a closer look at where your money is invested
What should your financial adviser
do for you?
What is your adviser’s role and what is their
responsibility when managing your portfolio?
How can Chartwell Wealth
Management help? Has more than 12 months passed since your adviser
last reviewed your investments?
The Portfolio Construction Service
How to contact us

2. Volatile Stockmarkets! In for a Shock!
If you haven’t reviewed your funds in recent years you
In for a shock!
might be in for a shock.
60% of investors not reviewed for Out of over 2000 funds available in the UK alone, many
over 12 months that were on the “best buy list” 5 years ago, have been
withdrawn or have been merged into a more
successful fund from the same fund management
What should your financial adviser group due to poor performance.
do for you?
A fund that you invested in a few years ago may not
How can Chartwell Wealth be the same fund today. Different fund management
Management help? styles suit different market conditions and so it is
essential that a regular investment strategy review
The Portfolio Construction Service takes place.
How to contact us

3. Volatile Stockmarkets!
60% of investors not reviewed for over 12
In for a shock!
months
During the last 4 years we have seen unprecedented
60% of investors not reviewed for levels of stockmarket volatility following the banking
over 12 months crisis, but over 60% of investors have not had their
portfolio reviewed for more than 12 months & 20% for
more than 3 years. *Source: Research conducted by
What should your financial adviser One Poll – 2010
do for you?
Not all Financial Advisers keep their clients informed
How can Chartwell Wealth and you should make sure that you have not missed
Management help? out on strong investment returns before it’s far too
late. It’s therefore important that you are kept up-to-
The Portfolio Construction Service date about how your fund is performing.
How to contact us

4. What should your financial adviser
Volatile Stockmarkets! do for you?
In for a shock!
Review your risk profile (on an annual basis)
Diversify your investment strategy to reduce risk &
60% of investors not reviewed for volatility
over 12 months
Agree whether you are investing for capital
appreciation or capital preservation
What should your financial adviser
do for you?
Help you to understand whether your tax position
has changed since the last review
How can Chartwell Wealth
Management help? Agree your investment timescale
The Portfolio Construction Service Regularly review your investment strategy; on an
annual basis (at the least) & probably more often in
How to contact us this economic climate

5. Volatile Stockmarkets!
How can Chartwell Wealth
Management help?
In for a shock!
60% of investors not reviewed for As part of a specialist Private Client business, Chartwell
over 12 months
Wealth Management offers holistic financial planning
on a fee charging basis.
What should your financial adviser
do for you? We offer a series of pre-defined investment portfolios
on our own Wrap (or platform) which also permits our
clients to hold legacy investments and deposits under
How can Chartwell Wealth pension and personal portfolio strategies.
Management help?
The Portfolio Construction Service
How to contact us

6. Volatile Stockmarkets!
The Portfolio Construction Service
In for a shock!
 Scientific Risk Profiling methodology
60% of investors not reviewed for  Design of a suitable “Risk Graded” investment
over 12 months strategy
 Portfolio Design and Construction
What should your financial adviser
do for you?
 Supported by regular reviews each step of the
process
How can Chartwell Wealth
Management help?  Regular portfolio monitoring
The Portfolio Construction Service  Re balancing of Investment Strategy to benchmark
How to contact us

7. Volatile Stockmarkets! How to contact us
In for a shock!
Chartwell Wealth
Management
60% of investors not reviewed for Lindley Court
over 12 months
Scott Drive
Altrincham
What should your financial adviser
Cheshire
do for you? WA15 8AB
T. 0161 929 3500
How can Chartwell Wealth
Management help?
F. 0161 929 3501
E. info@chartwellfs.com
W. www.chartwellfs.com
The Portfolio Construction Service
How to contact us 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