Chartwell Investment Management is seeking to poach new clients by promising to charge only half the...
Chartwell Investment Management is seeking to poach new clients by promising to charge only half the annual renewal commissions which other IFAs pocket. In addition, Chartwell is setting out to justify the charge in the first place by giving customers an on-going service. "There are many investors out there who get no ongoing service at all," says Pat Connolly, director at Chartwell. Chartwell has established a Cashback Service, inviting customers to re-register or transfer their existing funds from their current adviser to Chartwell. "It's a straightforward process for investors....
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