Welcome to Chartered Wealth Management

Chartered Wealth Management is a leading firm of Chartered Financial Planners and Wealth Managers based in London and Manchester.

We provide independent financial planning advice to high net worth private clients, families, trustees, charities, pension funds and corporate entities throughout the UK.

Our clients enjoy the peace of mind that comes with our personal service that is tailored to their needs and underpinned by outstanding advisory capability.

We are dedicated to excellence and resolute in our promise 'Trust in Excellence'. Our team of Chartered Financial Planners and Chartered Wealth Managers hold the industry gold standard in terms of financial qualifications. Our commitment to delivering the very highest levels of customer service and best practice is fundamental to our business. Clients can be assured of a service that combines clarity, transparency and value for money in equal measure. We work with a number of leading independent fund research companies to construct our advisory portfolios.

"Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution, it represents the wise choice of many alternatives - choice, not chance, determines your destiny." Aristotle.



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