CHARTWELL ASSOCIATES
We provide independent financial advice to individuals, trustees and business owners
to help them to build, manage and protect their wealth.
Financial Planning for Expatriates, PR and Singapore Citizens | T: +65 6225 5707 | E: info@chartwell-associates.com
We provide independent financial advice to individuals, trustees and business owners
to help them to build, manage and protect their wealth.
Chartwell Associates specialise in financial advice for expats living in Singapore, we provide the right insurance for you and your family, manage and optimise your pension fund, give ethical retirement planning advice and provide world-class wealth management strategies to achieve your life goals.
Chartwell Associates are experts in international financial planning and commerce with an extensive network of local and overseas lenders providing loans to expatriates living in Singapore, our financial planners work in accordance with the Monetary Authority of Singapore, with a firm that values honesty and integrity.
Chartwell Associates investment plan focuses on maximising financial growth for British, Australian, New Zealanders and Europeans living in Singapore, seeking out the best funds, fund managers, and investments to provide the best internationally transportable solutions for expatriates looking to grow their wealth in Singapore and to continue growing their wealth when they return to their home country.
Chartwell Associates has over a decade of experience in financial planning for expatriates, PR’s and citizens in Singapore. Authorised and regulated by the Monetary Authority of Singapore, we are committed to providing ethical advice, service and support to reach your financial goals and objectives.
We have no doubt that you want to deal with a firm of financial planners which operates with honesty and integrity, and a firm that is focused on your needs and wants.
Matt Baker was a great help to me. As an Englishman working abroad for the first time, he was brilliant in helping me to understand all of my options both short term and long term. He provided valuable guidance and explained it without the scaremongering and overselling that is common within the financial advisory space. It is nearly 2 years later now and I am on track to retire early. Thanks Matt!
It is really refreshing to work with a financial planner who is truly interested in their client's needs, circumstances and preferences. What really impressed me was the way Matt Baker took the time to get a feeling for where myself and my wife were at, his lateral thinking and common sense approach.
David Hood has been my trusted advisor for 4 years, during which time he has provided invaluable guidance on my pensions, wills, investments, asset protection, global taxation and insurance....essentially acting as my first point of contact for every aspect of financial planning that you could imagine. His superior knowledge, and willingness to think, and act, outside of the box (my very specific requirements as regards investments necessitates an approach that no other advisor could offer) and blunt honesty have been greatly appreciated over the last few years and will no doubt continue to be so in the years to come.
In order to determine the best solution for you, meet with one of our advisers who will assess your current situation
or issue that you want addressed. Chartwell Associates will construct an effective, affordable solution specially tailored to fit your needs.