Group. 
We Partner With
Accountants
In order to provide sound advice relating to a wide variety of accountancy services and continue to provide the very best services to our clients, we work in collaboration with professional accountants.
We only work with like-minded accountancy firms who share our ethos and are dedicated to providing outstanding customer service. As the professional landscape evolves, there’s an emerging market recognising the synergy between accountancy and financial planning, which is why we’re open to the idea of working with intermediary accountants.
As one of the UK’s most reputable wealth management firms, we can help to enhance your firm’s reputation, as well as retain your existing clients by providing an integrated service.
Upon request, we can provide a due diligence document, so you can gain an understanding of us as a business and learn more about the services we provide.
PARTNER, SAFFERY CHAMPNESS CHARTERED ACCOUNTANTS
“I have no doubt that Chartered Wealth Management will flourish as a result of the fact that they are extremely knowledgeable individuals with very high standards, providing a very personalised service to their clients. I would not hesitate to recommend them to my clients and contacts.”