Private wealth managers · Since 1988
Private wealth management for individuals, families and trustees, focused on the long-term stewardship of capital, structured thoughtfully, and managed with restraint.
Charlwood Wealth provides wealth management services for individuals, families and trustees. Our role is the long-term stewardship of capital: preserving wealth, structuring it thoughtfully, and ensuring decisions are made deliberately rather than reactively.
Our approach →
Portfolios are managed on a discretionary basis. We do not pursue market timing or speculative strategies. Capital is allocated through diversification, risk control, and systematic review.
Investment management →
Charlwood Wealth was established almost four decades ago with a clear intent: to provide a wealth management service where quality, judgement and accountability could be properly controlled. We remain boutique by design, structured to ensure successful outcomes.
Why boutique matters →
We work with individuals and families who require a considered, long-term approach to managing significant private capital. Client relationships are managed by dedicated teams to ensure continuity, discretion, and accountability.
Who we work with →
Charlwood Wealth does not manufacture financial products or operate commission-based models. Advice is structured solely around each client's objectives, constraints, and long-term interests.
Why independence matters →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.
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.
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.
“We manage portfolios in-house because we believe the people who advise you should be the people who invest for you. We keep our client base deliberately small, because wealth management is a relationship, not a transaction.”
Founded by Martyn Charlwood in 1988. Family-owned ever since.
For confidential enquiries, please contact the firm.
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