Chartwell Associates

Leading Financial Advisers in Singapore. Specialist expertise in Investment Planning, Pensions/Retirement, Expat Mortgages, Life Assurance, Estate Planning, Offshore Structures, Expatriate Worldwide Medical/Health Insurance and Group/Corporate coverage.

We all have our own aspirations and life goals. But knowing who we want to be and where we want to go is only half the plan. The rest depends on financial security, having the right financial tools to achieve your aims in life. 

Thats where Chartwell Associates comes in – your personal guide along lifes financial journey. 
We are an independent company with no ties to other financial institutions, meaning we can provide professional advice that is transparent, objective and independent.

In fact, with your financial planning in the hands of Chartwell experts - who specialise in the unique requirements of expatriates and high net-orth individuals living in Asia - you can focus on making the most of the opportunities presented to you here, and simply leave us to perform the necessary planning on your behalf needed to keep life great and hassle-free. 
So whether you've just settled in Asia or you've been here for a while, contact us today to find out more about what we can do to keep your financial future secure.

+65 6225 5707


AREAS OF EXPERTISE

MORTGAGES & LOANS (Worldwide)

  • Residential Mortgages
  • Investment Property/Buy to Let
  • Construction Loans
  • Equity Release
  • Commercial (Limited Locations)

INVESTMENTS

  • Portfolio Evaluation and Assessment
  • Investment Bonds
  • Unit Trusts
  • General
  • Savings Plans
  • School Fees Planning 

LAND & PROPERTY

  • United Kingdom & Europe
  • South East Asia, Australia & NZ
  • North America & Canada

LIFE ASSURANCE

  • Term Insurance & Whole of Life Plans
  • Critical Illness
  • Partnership & Key Man Cover
  • Group Life Insurance Cover
  • Income Protection Plans

ESTATE PLANNING

  • Estate Planning
  • Inheritance Tax PlanningTrust Structures (Offshore & Onshore)
  • Wills (Multiple Jurisdiction)
  • Enduring Powers of Attorney

PENSIONS / RETIREMENT

  • General Pension Planning & Assessment
  • Personal Pensions
  • UK Pension TransfersQROPS (Qualifying Recognised OverseasPension Scheme)
  • SIPP (Self Invested Pension Plans)Directors Pensions
  • Employees Pensions
  • Group Pension Schemes
  • Pension Planning for Wives
  • Executive Pension Plans

OFFSHORE STRUCTURES

  • Offshore Company Formation
  • Offshore Trust StructuresOffshore Foundations

MEDICAL / HEALTH INSURANCE

  • Expatriate World Wide Health Insurance
  • Group/Corporate Medical Insurance Cover

Chartwell Associates Pte Ltd is a Singapore registered company, licensed by the Monetary Authority of Singapore (License No. FA 1000027), specialising in investment planning for expatriates and high net worth Singaporeans.

Offices: 48A Circular Road, Singapore 049403.

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