Chartwell wins best practice award for second time

Thursday, 27 January 2022 08:20

Local financial planner, Chartwell, has been named the 'UK Best Adviser Firm under 3 years' for the second year in a row.

The International Adviser Best Practice Adviser Awards are designed to recognise financial advisers within the industry for putting clients at the heart of their business.

Chartwell was praised for bringing about positive change on the Island by helping clients re-evaluate their relationship with money.

Founder of Chartwell Financial Planners, Jo Dugdale, says these achievements are a reflection of the quality of advice and professionalism of their small team.

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