Welcome to the Broadoak Group - Independent Financial Advisers

On 2nd October 2007, Broadoak Group Limited was acquired by Chartwell Group Limited. We see this as an overwhelmingly positive step for our clients, our staff and our business.

Who is Chartwell?
Chartwell is a firm of independent professional investment advisers whose headquarters are based in Bath. They are a highly respected name in the financial services market, renowned for providing innovative services. We believe their philosophy, values and approach are perfectly aligned with our own.

What does it mean for you?
While we will be working under the ‘Chartwell Private Client’ name, in many ways it will remain business as usual. We will continue to be based at our office in Bristol and our personnel will remain largely the same. However, as part of a larger, more diverse firm we will be able to increase the range of advisory services we offer, as well as gaining access to a number of bespoke investment funds.

Should you have any questions in connection with this matter please do not hesitate to contact your Broadoak adviser.