Award-winning financial planners opens new offices in Castletown | Dec 2023

The sustained growth and expansion of an award-winning financial planner has continued apace with a move to new premises in Castletown.

Date: Tuesday 13 December 2022

The Chartwell Team

Chartwell is the only financial planner in the south of the Island and marked the official opening of its new headquarters with an event to welcome clients, colleagues and members of the local community.

The move comes hot on the heels of two new appointments with the team strengthened by the arrival of Colin Mitchell, who has held several senior management roles within the Island’s financial services sector, as Head of Compliance, while Chloe Callister has joined the company as a Senior Administrator.

 

Providing personal, tailored and succinct financial planning advice to private clients and businesses, Chartwell was formed in 2019 by Manx businesswoman Jo Dugdale, who has more than 25 years’ experience in the financial services industry.

Managing Director, Jo, said: ‘We were delighted to welcome our wonderful clients and members of the local business community to our office opening event at our new home in Castletown.

‘I’d like to thank everyone who came along, including my hard-working new team members Chloe Callister and Colin Mitchell, for their fantastic professionalism and efforts in organising the opening evening.

 

‘At Chartwell Financial Planners we are passionate about helping clients organise their finances, empowering them to enjoy life to the full. As the only financial planner in the south of the Island, we look forward to welcoming many new faces through our doors and providing clients with a highly personalised and first-class financial planning service.’

If you would like to find out more about Chartwell Financial Planners, visit chartwell.co.im.