Welcome to Chartered Wealth Management

Chartered Wealth Management is an independent wealth management and financial planning consultancy firm based in the North West, working with individuals, families, trustees and corporate entities throughout the UK. All our advisers are Chartered Financial Planners meaning that our clients enjoy the peace of mind of knowing that they are receiving advice from individuals that have achieved gold status in the industry.

CWM has been built on the philosophy of trust in excellence. This has been reinforced by delivering outstanding service to our clients and their families in an environment based on mutual respect and trust. In order to provide greater protection in the current financial climate, we dovetail our expertise with the professional advice of others. We strive to earn and retain the trust of our clients by being generous with our knowledge and earning the right to direct and share their financial journey.