Services

Private wealth management

Private wealth management is our core service. It encompasses the ongoing oversight, coordination, and stewardship of a client's financial affairs across all areas of their wealth.

Relationships are managed by the Charlwood Wealth team rather than a single adviser. This ensures continuity, collective accountability, and access to specialist expertise as circumstances evolve.

Regular reviews, documented processes, and direct access to the team form the basis of how we work.

Our approach →

Retirement planning

We advise on the structuring of capital to support sustainable income throughout retirement. This includes pension consolidation, drawdown strategy, and the sequencing of withdrawals across account types.

Planning accounts for tax efficiency, anticipated expenditure, and long-term care considerations. Where appropriate, advice is coordinated with estate and intergenerational planning.

Who we work with →

Pension consolidation and transfers

Most clients come to us with pensions and investments accumulated across decades: workplace schemes, personal pensions, ISAs held with different providers. We review what you hold, advise on what is worth keeping, and bring the rest together into one coherent, cost-effective plan.

This includes analysis of existing schemes, transfer advice where appropriate, and ongoing management as a single portfolio with a single point of contact.

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