3 ISSUES FOR JUST £3 Subscribe to Dorset Magazine today click here

Investment and pension specialist Martyn Charlwood on the benefits of working with wealth management experts

PUBLISHED: 10:34 24 November 2014 | UPDATED: 10:34 24 November 2014

Getty Images/iStockphoto

Getty Images/iStockphoto


The big question facing investors who have put aside a substantial amount of money is where to find an experienced organisation to manage it.

At a time of continuing volatility and uncertainty in financial markets there has never been a greater need to seek out quality Wealth Management. Assessing the markets demands time, knowledge, understanding and insight to ensure astute financial investments. Yet putting in place an investment is just the start; from there on in, substantial time is required to review and adjust those investments to reflect changing market conditions. Wealth Management used to be a business for the skilled amateur - that has changed. Many, who have worked hard to create their wealth, simply do not have the time or knowledge necessary to make the most of that wealth. The solution is a firm of investment specialists more usually described as Discretionary Investment Managers.

Discretionary Investment Management is the heartbeat of our business and is increasingly at the top of an investor’s wish list. This service is something only a very few independent financial advisors (IFAs) are eligible to offer. Indeed Charlwood is among less than 2% of IFAs in the UK who have been authorised by the Financial Services Authority to provide Discretionary Investment Management services.

Only IFAs qualified with the expertise, experience and appropriately robust investment processes in place are authorised to offer this service. The benefits of Discretionary Investment Management permit us to add greater value to our clients’ investment arrangements. Primarily this is as a result of being able to react more rapidly to changes in financial markets as opportunities present themselves.

In effect the Discretionary Investment Manager is highly specialised and qualified with the expertise to read market fluctuations and the confidence to make in-depth decisions about investment placement. They work for the benefit of the client to maximise growth and income in the portfolio, but at the same time try to protect the fund against falling markets. It is a service that offers massive time-savings for the client and can make the most of market opportunities as they arise. A Discretionary Investment Manager relieves investors of the complex and time consuming responsibilities of looking after their investments, and in turn provides peace of mind from knowing that behind the scenes a highly qualified team are monitoring, protecting and enhancing their capital investments for the future.

In today’s uncertain world you need to ensure your investments are in safe hands.

Top Tips for Savvy Investors

• Always seek advice from an Independent Financial Adviser

• Select an Adviser experienced and qualified to maximise returns and add value, not just a cost

• Seek a transparent and competitive charging structure

• Remember! ‘Good advice is a great investment’

About Martyn Charlwood

Martyn is the managing director of Charlwood IFA, one of the region’s most respected and astute Wealth Managers who look after those with investible assets of £250,000 plus. Contact Charlwood IFA on 01202 768512 or visit charlwoodifa.com


Read on

Prince’s Countryside Fund providing more support for the Farming Community Network

How the Plunkett Foundation and the Prince’s Countryside Fund brought Broadwindsor back to life

Winter in Dorset - photography, things to do and walks to enjoy


Welcome , please leave your message below.

Optional - JPG files only
Optional - MP3 files only
Optional - 3GP, AVI, MOV, MPG or WMV files

Please log in to leave a comment and share your views with other Dorset visitors.

We enable people to post comments with the aim of encouraging open debate.

Only people who register and sign up to our terms and conditions can post comments. These terms and conditions explain our house rules and legal guidelines.

Comments are not edited by Dorset staff prior to publication but may be automatically filtered.

If you have a complaint about a comment please contact us by clicking on the Report This Comment button next to the comment.

Not a member yet?

Register to create your own unique Dorset account for free.

Signing up is free, quick and easy and offers you the chance to add comments, personalise the site with local information picked just for you, and more.

Sign up now

More from People

Friday, July 27, 2018

Martin Clunes and his family have called West Dorset home for over two decades. Here he shares some of their favourite local places

Read more
Monday, July 9, 2018

Calling all self-professed Clunatics! Test your knowledge on Doc Martin with our quiz.

Read more
Tuesday, March 27, 2018

Fanny Charles meets some of the residents and businesses owners who are proud to call Dorset’s newest town the place where they work, live and play

Read more
Tuesday, March 13, 2018

Donna and Harry Mosley have brought the taste of their world travels to The Paddle in Highcliffe, where brunch and lunch is a deliciously leisurely affair

Read more
Tuesday, March 6, 2018

Here we turn the spotlight on some of our county’s most successful and discover what makes them tick

Read more
Tuesday, March 6, 2018

Human rights lawyer, Clive Stafford Smith has brought the plight of detainees at Guantanomo Bay into the art rooms of local schools

Read more
Friday, March 2, 2018

Rural communities throughout the UK could be eligible to receive funding via the Calor Rural Community Fund from energy provider Calor

Read more
Tuesday, February 27, 2018

His extraordinary physique made Chang Woo Gow famous, but this well educated family man sought escape from the limelight in Boscombe

Read more
Thursday, February 8, 2018

Retired drama teacher turned film director and producer, Rosita Clarke tells us about the ghostly Dorset love story that has just won her an award at an international film festival

Read more
Tuesday, February 6, 2018

We’ve been lucky enough to speak to some of Dorset’s best known over the years. Here’s what they love most about this beautiful county

Read more
Monday, January 29, 2018

A world-renowned explorer, a palaeontologist and futurist, and a butterfly conservator reveal the importance of the past for the future of mankind

Read more
Monday, January 15, 2018

AFC Bournemouth’s Jermain Defoe tells Andy Greeves how having a virtually vegan diet has helped to keep him at the top of his game and why beetroot helps him run faster

Read more
Tuesday, December 12, 2017

Would you decorate your home with human bones and old medical instruments? Plenty do, according to one Dorset couple, which piqued Faith Eckersall’s morbid curiosity

Read more
Tuesday, December 5, 2017

The world loves a panto dame. There is nothing more life affirming, ridiculous or, frankly, quintessentially British. And Lee Redmond – Queen Thelma at Weymouth Pavilion’s Sleeping Beauty this Christmas 2017 – is a master of this great, daft art

Read more

Local People

Tuesday, March 27, 2018

Fanny Charles meets some of the residents and businesses owners who are proud to call Dorset’s newest town the place where they work, live and play

Read full story »