Martyn Charlwood
Managing Director · Wealth Manager
Founder of the firm. Almost four decades of experience advising private clients, families, and trustees across Dorset and Hampshire.
A private wealth firm, built deliberately
CW
Charlwood Wealth was founded in 1988 with a clear intent: to provide a wealth management service where quality of judgement, accountability, and continuity of relationship could be properly controlled.
Almost four decades later, that intent has not changed. We remain a small, family-owned firm. We remain authorised and regulated by the Financial Conduct Authority. And we remain focused on a defined group of clients (individuals, families and trustees) for whom long-term stewardship of capital matters more than any short-term consideration.
Heritage
A continuous arc since 1988
1988
The practice begins
Martyn Charlwood begins advising private clients in Dorset. The foundations of the firm are laid: personal advice, held relationships, and a deliberately considered pace.
2003
Charlwood IFA Limited
The practice incorporates as Charlwood IFA Limited, formalising the structure that carries the firm today.
2010
Westbourne
The firm opens its offices at 35 Seamoor Road, Westbourne, the home of Charlwood client relationships ever since.
2011
The investment team
Michelle Sanders joins as Investment Director, bringing senior experience from Kleinwort Benson, New Star and Hill Samuel, to lead the firm's in-house investment management.
2013
Post-RDR independence
The Retail Distribution Review reshaped UK financial advice. Charlwood reaffirmed full independence, removing all commission-based remuneration and structuring advice solely around client interests.
2023
Consumer Duty embedded
The FCA's Consumer Duty came into force. The firm's existing focus on client outcomes (fair value, considered process, vulnerability awareness) was already aligned with the standard. The Duty formalised what we had been doing for thirty-five years.
2026
Charlwood Wealth
The firm rebrands from Charlwood IFA to Charlwood Wealth, reflecting how we have always operated, and how our clients have always thought of us. The second generation joins the firm full-time, and a new office opens in Canford Cliffs.
The team
The people you'll be working with
Client relationships at Charlwood Wealth are held by named advisers across decades, not passed between revolving faces, and supported by an in-house investment team and a dedicated client service team behind them.
MS
Michelle Sanders
Investment Director
Leads the in-house discretionary investment management. Background includes senior investment roles at Kleinwort Benson, New Star and Hill Samuel.
JC
Joanne Charlwood
Director · People & HR
Looks after the people behind every client relationship: recruitment, development and the wellbeing of the team, so the standards clients experience never slip.
JT
Jon Tuck
Wealth Manager
Senior client adviser. Long tenure with the firm; sits across many of the longest-standing multi-generational client relationships.
CC
Conor Charlwood
Director · Wealth Manager
Advises private clients and leads the firm's work on technology and client experience. The next generation of a family firm.
EC
Elsa Charlwood
Marketing & Communications
Leads the firm's marketing and communications: how Charlwood Wealth presents itself, in print and online, with the same restraint it applies to everything else.
PK
Pam Keyes
Wealth Manager, in training
Currently completing her professional qualifications. Will hold a defined client portfolio under the firm's supervision framework.
AK
Andrew Kemp
Operations & Client Service
The operational backbone of the firm. Keeps the administration behind every client relationship running quietly and precisely.
EH
Emily Haynes
Client Service
The first voice you'll hear; the last detail you won't have to chase.
Client reflections
4.9 / 5 across 80 Google reviews
"
My family has been using Charlwood IFA through the generations for over 25 years. It is the personal touch you receive which makes you feel financially safe in their hands.
Nicky S. · Google review, 2026
"
I have been using Charlwood since 1994 so can speak for the long term experience which has always been excellent in terms of advice, performance and integrity.
D W · Google review, 2022
"
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.
Robin E. · Google review, 2023
"
When my husband died they were extremely kind and supportive. Transition of our joint portfolios to my widowed status was seamless and required almost no effort on my part - a real weight off my mind at an obviously difficult time.
Sally S. · Google review, 2016
"
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.
Jenny H. · Google review, 2021
"
To me the most important word when telling anyone about an IFA is TRUST. You have to have 100% trust in the firm you choose to use and I have 100% trust in Charlwood IFA. They have never let me down.
Jo K. · Google review, 2014
For confidential enquiries about how we work, please contact the firm.
Make an enquiry