About Us

Chelsea's Heritage

Chelsea was founded in 1983 by our present Chairman, Dr John Holder. We were the first intermediary to discount initial charges on unit trusts and bonds, and later PEPs and ISAs. Over the past thirty years or so, our clients have saved tens of millions of pounds they would have paid in charges had they bought direct from investment companies.

Over the years, our business has grown and evolved, so that today we are known for our quality, independent fund research and personal service.

Through our extensive fund research we identify those funds that we believe will do well for their investors over the long term. Find out more by reading our most recent Viewpoint.

For a complete investment solution you might like to consider one of the four award-winning funds designed by the Chelsea in-house research team. Find out more here.

We also provide a service you can count on, with knowledgeable people you can talk to. Our clients' children have ISAs with us and their grandchildren have junior ISAs.