About us

Chartwell Associates

is a leading Singapore based financial planning company established in 2005. We provide unbiased financial planning advice to expatriates, permanent residents and Singapore citizens owners to help them to build, manage and protect their wealth.

As a premier, regulated firm of Financial Planners, our staff hold all the required professional qualifications and are committed to ethical good practice, so you can be confident that you will be dealing with a leading firm wholly committed to providing the best possible advice, service and support.

Chartwell Associates Pte Ltd is authorised and regulated by the Monetary Authority of Singapore (MAS).

Our clients tell us that we are very different from other financial planners and wealth managers that have approached them in Singapore and Asia. What makes us different is that we focus on your goals and objectives, rather than just trying to sell you a product.

As well as the relationship you will have with your Financial Planner, you can also take comfort that behind the scenes a team of experienced individuals are working together to help you to achieve what you want. Whenever necessary we work with other professionals to find suitable solutions for your specific situation and our administrative staff takes care of all the paperwork and processing for you.

We do not insist that you come to see us at our offices, although we always welcome clients who prefer to have their meetings with us here. However, we appreciate how busy expats tend to be, so make best use of the telephone and email to stay in touch. We want to be available when you need us and we are always happy to have a conversation with you.

Typically, our clients are expats living and working in Singapore and Asia. They range in age from the young just starting out on their professional lives, through to middle aged and families, up to people just approaching retirement and people who are retired and looking for ongoing investment and tax advice.