Philosophy
For almost 40 years now, Charlwood Leigh has prided itself on the
professional and personal approach to our clients' finances. Your wealth
is our concern and we do our best to help you to increase your wealth and
protect it for your family and your future.
We have always been fiercely independent and can help you to invest in a
wide range of plans from any provider in the market place. After all, how
else could you benefit from our independence?
Our service to our clients is second to none, with high standards of
technical expertise, as well as fast processing of applications and claims.
Although we do provide a web site, if you need to talk, there is always
someone who you can reach on the phone.
That is why, since 1966 we have retained clients who were with us when
the Company was formed and are now looking after third generation clients,
the grandchildren of those who have invested their trust in us over almost
40 years.
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About Our Clients
Charlwood Leigh's clients range over a wide spectrum of individuals and
companies.
We look after senior lawyers and accountants, as well as young
entrepreneurs setting up in business for the first time. We also look after
young families, who simply want to protect their lifestyle or start to build
a nest-egg for the future.
Amongst our corporate clients, we can boast a number of well-known
household names, many of whom we have now looked after for many years.
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Funds Under Management
Charlwood Leigh has helped its clients to invest over £500 million in
to pensions, unit trusts and mutual funds over the years. We review
client investments on an annual basis, making any changes necessary,
although our long-term philosophy is to buy good quality investments
and hold them for a reasonable term of years using the most up to date,
cost effective and flexible investment vehicles available.
It is time not timing that makes money in the investment business.
It is very hard to time a capital investment so that you put your money
in the market just before it rises. Similarly if the market is "over-priced"
according to the experts it may be foolish to wait for a crash as the
crash may never come!
The only certainty is that equity investments tend to grow given
sufficient time, and with the help of the best Fund Managers, which we
will help you choose, over 5 years or more we are confident of impressive
results for you.
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UK Financial History 1945-2005
Graph reproduced by kind permission of Scottish Widows PLC.
Click on the graph for a larger version.
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