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Chartwell balances risk with income service

IFA Chartwell Investment Management is offering a new service for investors who are struggling to meet their income requirements.

Incomeline aims to help investors achieve a balance between the levels of risk to achieve income returns.

It keep them updated about products, including risk ratings and information such as building society and National Savings rates. Incomeline also includes details of Chartwell&#39s recommended distribution bonds and how to get a quote for an annuity.

Research analyst Ben Willis says: “We found that investors are sitting on their hands. It does not take much to knock confidence at the moment. We decided to provide a new service rather than keep mailing information to our investors to keep them informed about income-producing products. We do not even take commission on all the products but hope that investors remember what a good service we provided and come back”

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