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Chartwell Funding

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Chartwell Funding

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Truly independent, whole of market mortgage & protection brokerage. National coverage 7 days a week

An independent mortgage and protection brokerage based in Yate, near Bristol.

15/10/2026

🏡 Good mortgage advice really matters.

Our friends at Santander have shared an interesting finding in their latest Broker Perception Barometer, with 93% of homeowners agreeing that mortgage brokers play a key role in helping them understand policy and economic change.

It’s a great reminder that what we do is about so much more than finding the right mortgage deal. It’s about helping clients make sense of what’s happening in the market, understanding their options and feeling confident about their next move.
Whether it’s buying a home, reviewing an existing mortgage or even something you heard in the budget, being there to offer clear, practical help and advice makes all the difference.

👏 Thanks to Santander for highlighting the important role brokers play in supporting homeowners.

📖 Read the full article here: https://www.santanderforintermediaries.co.uk/products/mortgage-news/2026-10-15-in-the-age-of-uncertainty-93-of-homeowners-agree-that-you-hold-the-key-to-them-understanding-policy-and-economic-change

12/10/2026

💙 Supporting Cots for Tots — Our Chosen Charity for 2026 & 2027 💙

We talk a lot about the work we do to raise funds for Cots for Tots and so we thought it would be a great idea to take a beat and talk about the incredible work they do for once!

Cots for Tots are the dedicated charity for the Neonatal Intensive Care Unit at St Michaels Hospital in Bristol. What started as a one-off appeal is now a full-on charity and their vision is to ensure that every sick or premature baby across the Southwest has access to the very best care, 365 days a year.

The benefits they provide to families include -
• Three accommodation houses that provide a safe and supportive place for families to stay in while their child is in hospital (one of them shown in the pictures)
• Fund state-of-the-art equipment to save little lives.
• Music therapists visit the unit every week, delivering sessions to help reduce stress and pain.

As you will have worked out, we are incredibly proud to be supporting such a fantastic cause over the next couple of years, and every fundraiser/donation helps us contribute towards the amazing difference they make.

There’s still plenty more to come, and we’re excited to continue doing our bit, raising funds and awareness along the way. A huge thank you to everyone who has supported us so far! 💙

We’ve already smashed our first target, which is incredible, and we still have plenty of time to reach target 2.

05/10/2026

🎉 What an achievement! 🏃‍♀️🏃‍♂️

A huge congratulations to the team for completing the Cardiff Half Marathon in aid of Cots for Tots! 💙

Unfortunately James had to pull out on the day, but Harry, Emily and Morgan showed incredible determination and crossed the finish line - all of them achieving personal bests to boot! 🏅🔥

We’re incredibly proud of Team Chartwell and their commitment and hard work in training whilst never losing sight of main aim - helping raise money for such a fantastic cause. ❤️

Well done Team Chartwell! 👏🎉

02/10/2026

🏃‍♀️🏃‍♂️ Team Chartwell are taking on the Cardiff Half Marathon this Sunday! 🏅

Emily, Harry, Morgan and James are running to raise money for Cots for Tots, helping support an incredible cause close to our hearts. 💙

Every donation, big or small, would mean so much and help us reach our fundraising goal. 🙏

If you’d like to support them, please consider donating and cheering them on from the sidelines! 🎉

https://www.justgiving.com/page/chartwell-funding-ltd-2?newPage=true

Thank you for your support! 💙

30/09/2026

🏡 Real life Protection Case Study Where A Complex Medical History Doesn’t Always Mean No Cover!

The client:
A 36-year-old single professional with no children or financial dependants, purchasing a new property.

The objective:
With a mortgage and ongoing household expenses to maintain, relying on a single income highlighted the importance of having protection in place should illness or injury prevent her from working.

The challenge:
Our client disclosed multiple complex health conditions, which meant we needed to carry out detailed research across the market to find a suitable solution. As expected, a significant number of providers either declined to assist or indicated that enhanced underwriting (a detailed review of her medical history) would be required and the premium would be inflated to match their risk!

With mortgage completion approaching, we also needed to make sure the protection was arranged in time and avoid a potential gap in cover.

The outcome: ✅
By calling insurers directly we identified a provider that understood the nuances of our client's medical history. The cover was proposed, accepted and the reasonable terms are now fully locked in and ready to start upon mortgage completion.

💡 The key takeaway: A complex medical history doesn’t always mean you won’t be able to obtain protection. Every application is different, and speaking to a specialist can help us understand what options may be available to you.
If you've previously been declined cover or are concerned that your medical history could affect your chances of protection, it is worth exploring your options with us.

“This case study is based on a real client scenario. Individual circumstances, medical history, and underwriting decisions vary, and acceptance or terms cannot be guaranteed.”

24/09/2026

⭐ We've had another great review for our Protection Team! ⭐

We’re always delighted to receive positive feedback about the service and support provided by our protection team. They work hard to make sure every client’s experience is as smooth as possible, and so it’s always fantastic to hear when that effort gets recognised.

As ever, a huge thank you to our client for taking the time to share their experience. 💙

📩 Should you be thinking about your own protection needs? Get in touch with our team on 01454 540500

18/09/2026

🎉 15 WEEKS UNTIL CHARTWELL FUNDING TURNS 20! 🎉

As we mentioned before, we’re taking a trip down memory lane and looking back at 2012 – when Chartwell Funding celebrated its 5th birthday!

The mortgage market looked very different, The Bank of England base rate was just 0.5% and getting a mortgage was still challenging as we continued to navigate the aftermath of the financial crisis.

We had now moved to Kings Orchard in Bristol, Chartwell Group had just been sold to Close Brothers and we were now part owned by Chartwell Healthcare. It was very much a ticking over period for us as selling the Healthcare Business was priority number one and so we had a handful of advisors looking after our existing clients and our loyal introducers. We were very much a sleeping giant in 2012!!...…

So, what else was happening in 2012?

👑 The Queen's Diamond Jubilee - 60 years on the throne.
🏅 London 2012 - the Olympics came to the UK for an unforgettable summer.
⚽ Manchester City won the Premier League (first time in 44 years!) - including that legendary 93:20 Aguërooooooooooooooooooooooo goal!
🌧️ A very wet year - 2012 was one of the UK's wettest years on record.
🐟 Fish & chips: cost around £5–£6! 😳
😊 Our Director, Robert Winfield was clinging on to his 30’s

⏳ We know you know the end of this story and next stop is 2017 when Chartwell turned 10 - What are your favourite memories of 2017? 👇

#2012

14/09/2026

58% of UK adults don’t have protection!

That’s more than half of the population without life insurance, critical illness cover or income protection.
Is this because they don’t need protection, or have we simply not done enough to explain what it’s actually there for?

Protection isn’t about expecting the worst. It’s about financial planning and we like to ask a few simple questions:
👉 If you died tomorrow, could your family maintain their current lifestyle?
👉 If you were diagnosed with a serious illness, could you afford to take time away from work to recover?
👉 If you couldn’t work for 6 or 12 months, how long would your savings last?

For many people, the biggest financial asset they have isn’t their savings or their home. It’s themselves and their income.
And yet, that’s often the thing they’ve done the least to protect (You would expect people to insure a money making machine if they had one wouldn’t you?)

The good news is that protection doesn’t have to be complicated or expensive. It’s about understanding your circumstances, identifying the financial risks and putting the right cover in place for you.

So ask yourself, when was the last time you reviewed your financial priorities?

10/09/2026

👀 Oh, look our computers have arrived in Malawi for distribution to schools!

We’re delighted to be supporting with their aim of refurbishing computers to create better futures.

The equipment we recently donated is a part of the 700 laptops and computers that are going to improve the education of children. Each device is used by 100 students enabling 70,000 pupils access to the digital world.

If you have equipment of your own you would like to donate, please reach out to ITSA https://itsadigitaltrust.org/

07/09/2026

🛡️ September is Protection Month 🛡️
This month is our opportunity to get you thinking about something many of us take for granted - Our health! Whilst many of us will feel physically fit and therefore bullet proof, life doesn’t always go according to plan. Financial protection isn’t about expecting the worst, it’s about making sure you and your loved ones have a financial safety net when you need it most.

❤️ Life Insurance
Provides a financial cushion for your loved ones if you were no longer around, helping with things like the mortgage, household bills and future family expenses.

🏥 Critical Illness Cover
A serious illness can have a huge emotional and financial impact. Critical illness cover can provide a lump sum if you’re diagnosed with and survive one of the specified conditions covered by your policy (giving you greater financial breathing space while you focus on recovery).

💼 Income Protection
Your income is often your biggest financial asset. If illness or injury meant you couldn’t work, income protection can provide a regular income, helping you keep up with essential bills and maintain your lifestyle.

The right protection can help turn an uncertain situation into one where you have options, time and financial breathing space.

This September, why not take a few minutes to review what you already have in place and ask yourself:
“If something happened to me tomorrow, would my finances and family be protected?”

If you’re not sure, it could be worth having a conversation.
📩 Get in touch and speak to one of our protection specialists.

'Note that life insurance plans typically have no in cash value at any time and cover will cease at the end of term.
Cover is subject to terms and conditions and may have exclusions. Definitions of illnesses vary from product provider and will be explained within the policy documentation.
If premiums stop then the cover will lapse.'

Address

5 Badminton Court, Station Road
Yate
BS375HZ

Opening Hours

Monday	9am - 7pm
Tuesday	9am - 7pm
Wednesday	9am - 7pm
Thursday	9am - 7pm
Friday	9am - 5:30pm

Telephone

+441454540500

Website

http://www.chartwellfunding.co.uk/

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