Charlwood IFA - Independent Financial Advisers

I found Charlwood IFA to be a very professional company, and I am quite happy to put my life's savings in their hands.

I have been a client of Charlwood IFA for about six months. I had been looking for a Financial Advisor who would be pro-active in managing my investments and who knew me personally and my particular requirements. I have been very impressed by the professional and very comprehensive understanding they have of financial investment opportunities which they have tailored to meet my personal requirements. Unlike other financial advisors I have used in the past, Charlwood IFA manage my portfolio directly and they can respond quickly to changes in market conditions. They offer a very personal service at a competitive price which is increasingly rare to find in my experience. Mrs H

I transferred my pension to Charlwood IFA after becoming increasingly frustrated with my previous provider’s poor communication and lack of clear information. My biggest concerns were charges and handing over control of fund management, as I had always chosen my own investments and felt I’d done very well. I spoke with several IFAs in the Bournemouth and Christchurch area, but Jon at Charlwood stood out. He took the time to understand my financial background, my goals, my concerns, and he clearly explained the full transfer process, timelines, and what to expect. Despite this, I delayed signing for four months simply because I was nervous about moving such a large pension pot without a personal recommendation. In hindsight, I needn’t have worried. The transfer was smooth, the paperwork straightforward, and everything was handled professionally. Charlwood created an investment strategy aligned with my risk level, and within a few months I requested a tax free lump sum transfer. This was processed quickly and efficiently, with excellent communication throughout. I have easy access to my fund values and have been very pleased with the returns so far. Nothing is too much trouble for Jon and the team. Although I haven’t yet started drawing a regular pension, I already feel confident in their management and wouldn’t hesitate to recommend Charlwood IFA to family and friends.

Excellent, very professional and a pleasure to work with. Can’t recommend this company highly enough. Staff are extremely knowledgeable and efficient. Explained things very clearly and simply for us to understand exactly what our best options were. Our dealings were with Jon Tuck who, once again, I can recommend without hesitation. If you’re looking at switching or alternative wealth management teams then contact this company first.

Jon has helped us invest for our 4 children, ensuring he tailored the investments to suit us. Jon also helped us through the stressful time of dealing with my Father-in-laws probate, making sure we had all the information we needed and talking to the solicitor directly. I trust everyone at Charlwood IFA to have our best interests at heart and have no problem recommending them.

My mother had used Charlwood IFA for many years and always spoke very highly of the service provided by Martyn and the team. Prior to Mum's passing last year, Charlwood assisted me with the Power of Attorney transition and tax return completion, and following her passing, Martyn's advice and Emily's admin was invaluable in the completion of Probate and beyond. I will be very confident in using their investment advice myself going forward.

Charlwood IFA have been looking after my investments and pensions for 11 years now - and 'looking after' are the key words there. With investments it seems one has to either try and become a financial expert and do it all yourself or hope that anonymous fund managers are managing your money in line with you're expectations. As a Discretionary Investment Manager, Charlwood IFA provides me with a service that feels personal and which I'm very satisfied with. It initially required a decision on the level of risk I was comfortable to accept and also trust on my part that I would see increasing value over time. This has certainly been achieved despite the ups and downs of financial markets over the years - due to COVID, Brexit and all the other past and continuing geo-political events. Charlwood IFA review your financial situation annually with extremely useful advice as well as informing you of any changes in legislation which may impact your situation. Meetings are relaxed and information is presented in a format which is understandable and explains the reasons behind it. In particular I enjoy reading Martyn's Monthly Market Commentary which describes what is happening in markets around the globe, how they are affected by events, and the action Charlwood take to either capitalise upon opportunities or take a more defensive approach at times of increased volatility. I would recommend contacting Charlwood IFA to see how they can help you.