Charlwood IFA - Independent Financial Advisers

We wanted to consolidate our various investments into one 'pot' and were attracted to Charlwood after a brief scan of the IFA's in our area, as they are a 'discretionary' IFA. After outlining our aims and detailing our investment portfolio via email we received a report explaining options for us.We had a face to face meeting with Jon Tuck at the Westbourne office at which he explained things in more detail. We signed the paperwork and that was it. Very simple. We look forward to having a local company look after our investments.The staff are responsive and polite. It is good to make a call without having to select endless 'options' and be kept on hold.

We were recommended to Charlwood IFA.I have received nothing but exemplary service and guidance from everyone to manage my relatives finances and the best way to make investments in a complex market.I would highly recommend this company to anyone that requires help with investments.

Charlwood IFA were recommended to us by a trusted friend many years ago and Martyn and the team have been looking after pensions for me and my husband ever since. Their service is highly professional whilst putting everything into plain English and ensuring that we understand.This year I wanted to amalgamate some pensions into a single scheme and one of the pension companies proved very frustrating. The team at Charlwood were tenacious and proactive in getting the transfer successfully completed for me.I have no hesitation at all in recommending Charlwood IFA, and am very happy that it will be them advising me when I reach retirement.

As a retired IFA, I have used the services of Charlwood IFAs over 20 years. In all my dealings they have always acted with integrity, honesty and commitment and can thoroughly recommend their organisation for their investment orientated professionalism

Excellent advice and very thorough in handling the transfer.Kept us informed all the way through.Would definitely recommend.

Having been disappointed by the service I got from one Financial Advisor, I responded to a mailing from Charlwood and felt more confident from the very first meeting.I do not fall into the 'wealthy' group, and so what I had managed to accumulate throughout my working life probably had a disproportionate value to me.One never knows who to trust at the start of any relationship, but my initial impression of Martyn and Jon and their team proved correct, and they have looked after me impeccably since, and the numbers speak for themselves in that the investments they make certainly do better than all relevant benchmarks. By a long chalk.I am confident in recommending them.

Charlwood IFA have managed my assets for many years. They are responsive to my requests and, indeed, often make strategic proposals without my asking. Whenever I need to play the Bank of Mum and Dad"

I shopped around looking for someone to look after my investment as like most the returns haven't been anything of note over a sustained period. Whilst it's early days I've been impressed by the performance, and the communication from the knowledgeable and friendly people at Charlwood.

After 11 years, and becoming increasingly dissatisfied with our previous IFA, we were seeking a change to a company who were more flexible and aligned with our requirements. After careful research of Charlwood and two in-depth meetings with Martyn Charlwood in their offices we made the decision to change. Our pensions and other investments have now transferred across and the process has been swift, well organised and with good professional communication at each stage.On our experience to date we can recommend Charlwood to others who are looking for an IFA with good investment returns.

From our first meeting with Martyn Charlwood in their offices, to the completed transfer of our pensions and other investments, the service has been professional. The initial review was easy to understand. Communications from both Jon and Andrew have been very quick and precise. The online platform to view the investments is very easy to navigate. Based on our experience so far, We have no hesitation in recommending Charlwood IFA – indeed we already have done so.