Jim Grant CEO

Chartwell are committed to providing solutions to investors at all stages of their lives, whether they be young families dealing with protection and mortgage issues,  or professionals seeking to accumulate wealth, right through to helping generate sufficient income in retirement such as by securing the best annuity rate or most appropriate pension strategy.

Each client has a unique set of circumstances and needs, and we wish to enjoy a relationship and provide a level of service which is appropriate, whether you are seeking access to discounted financial products without advice, or bespoke financial planning. Whichever is your chosen route, we appreciate that our business success depends upon our ability to deliver a reliable and valued service .   

Our culture is based on a set of core values – to be caring, accountable, and to work together – and these encourage and challenge us to think about things differently, helping to make us a trusted, responsible and innovative organization. 

I believe that challenging times create interesting opportunities and I look forward to working with you, our clients and partners, as we seek to deliver solutions to your needs.  

Jim Grant

Chief Executive Officer