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Chartwell Associates

Financial Advisor

A Leading Singapore-based Financial Planning Company

ABOUT

At Chartwell, we aim to offer holistic, well thought out, practical solutions for our clients. Our areas of speciality are investments, retirement solutions, life insurance, tax and estate planning, as well as international mortgages and property finance.

Chartwell Associates

Chris Potter
Director

FACTS

Founded 2005
Ownership Private
Presence Local
No. of employees 9
Country of origin Singapore
Asia offices in Singapore
Fee class $ $ $ $ $
Suitable for clients with Under US$1 mil

SERVICES

Advisory Investment Management

Fees are charged per transaction

Clients are charged a brokerage fee per trade.

Discretionary Investment Management

Insurance

Wealth Planning

Chartwell Associates

A Leading Singapore-based Financial Planning Company

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