MAKE AN ENQUIRY CALL US HOME ABOUT US SERVICES WEALTH MANAGEMENT SECTORS PEOPLE CONTACT US NEWS & EVENTS PAY ONLINE PRICING INVESTMENTS ADVISOR Our investment methodology has been designed to be comprehensive and completely bespoke, meaning that you get the most appropriate investment solution for your needs; every time. Many companies simply pick a fund range, or throw a dart at the financial papers. We are different. WHAT IS THE ‘RIGHT’ RISK? We will spend as much time as you need, discussing your overall risk profile, your needs and circumstances and what you need to do to achieve your goals. Then we use this information to tailor our advice to make sure that your goals and aspirations have a realistic chance of being achieved. INVESTMENT COMMITTEE Our investment committee meets quarterly. They discuss how we should approach our client’s portfolios for the coming quarter, which funds are likely to perform as we would expect. They also debate the global macro, and local micro themes behind where economies and markets are potentially headed. The results of this meeting are then used to influence our process for the coming quarter and we pro-actively update our clients where relevant and where necessary. TAX-PLANNING Not everyone likes paying tax and part of our on-going service is to offer a tax planning service, whereby we will routinely provide tax planning advice and annual tax statements to ensure that your investments are as tax efficient as possible. If you are approaching, or are even in retirement, having your money working for you without having to spend hours on the telephone with HMRC every year is an absolute blessing, and our clients really appreciate this. WHOLE OF MARKET We mean whole of market when we say it. Our investment committee researches over 50,000 different investment options, from global equity trackers to UCIS trading in peanuts. KEEP IT SIMPLE We keep it simple. Our clients get a simple solution to their problem. We are here to remove the hassle and the stress out of your investments, all of this goes on behind the scenes. When your adviser comes to meet you, they will provide plain English answers and plain English solutions to help achieve your goals. MAKE AN ENQUIRY ? Required Office Boston Grantham Horncastle Lincoln London Newark Sleaford Spalding Stamford Sophie Barnes Paraplanner - Stamford <> Meet the team PERSONAL PLANNING Accessing Retirement Savings Capital Gains Tax Planning Charitable Investments Equity Release Advice Income Tax Planning Investments Life Insurance Pension Sharing Orders Trustee Investments Saving For Retirement REQUEST A CALLBACK CONTACT US MAKE AN ENQUIRY Boston - Wide Bargate 28 Wide Bargate Boston Lincolnshire PE21 6RT 01205 351114 Boston - Main Ridge West 2 Main Ridge West Boston Lincolnshire PE21 6QH 01205 351114 Bourne - Appointment Only 6 West Street Bourne Lincolnshire PE10 9NE 01778 218001 Grantham 30 Avenue Road Grantham Lincolnshire NG31 6TH 01476 591550 Horncastle 5 South Street Horncastle Lincolnshire LN9 6DS 01507 522456 Lincoln 1 Flavian Road Nettleham Road Lincoln Lincolnshire LN2 4GR 01522 541181 London - Appointment Only The Gridiron Building One Pancras Square London N1C 4AG 0207 8715 755 Newark 1 Trentside Business Village, Farndon Road Newark Nottinghamshire NG24 4XB 01636 673731 Sleaford 5 Market Street Sleaford Lincolnshire NG34 7SQ 01529 411500 Spalding Dembleby House, 12 Broad St Spalding Lincolnshire PE11 1ES 01775 725664 Stamford 9 Broad Street Stamford Lincolnshire PE9 1PY 01780 764145 Chattertons and Chattertons Solicitors are trading styles of Chattertons Legal Services Limited. Registered in England and Wales. Company No. 09919910. Authorised and licensed by the Solicitors Regulation Authority. SRA No. 631531. Chattertons Wealth Management Ltd. Registered in England and Wales. Company No. 09919918. Authorised and regulated by the Financial Conduct Authority. FCA No. 766148 Registered Offices: 5 South Street, Horncastle, Lincolnshire, LN9 6DS. We use the term “Partner” to mean a senior employee. AccessibilityComplaints ProcedureLegal DisclaimerPrivacy PolicyCookiesSitemap YOUR CHOICE REGARDING COOKIES ON THIS SITE Clicking the Accept All button means you are accepting analytics and third-party cookies (check the full list). We use cookies to optimise site functionality and give you the best possible experience. To control which cookies are set, click Settings. Accept All Settings