Background

Chartered Wealth Management was set up by three Directors and former boyhood friends, David Spencer, Mark Stanbury and Steven Hall.  All are Chartered Wealth Managers with successful past careers with leading financial institutions. Each recognised there was a niche in the market for an independent wealth management business that delivered excellence across the board in terms of expertise, results and client experience.  They set about developing a business with strong family values at its heart and slowly but surely recruited the crème de la crème of the industry who share their passion for excellence, independence and integrity.

The Directors all agree it is the calibre of the team and the ‘can do’ attitude of each individual that has underpinned the outstanding client feedback received over the years and will undoubtedly spearhead the business into its goal of being one of the UK’s leading wealth management companies.

“We are extremely proud of our team and the level of commitment and dedication they show to serving the best interests of our clients  on a daily basis.  You can’t train people to achieve this level of care and attention, you just need to find them and when you do, ensure you value and reward them as they are the bedrock of your business.”

Chartered Wealth Management continues to go from strength to strength with offices in both the North West (The Barracks, formerly the headquarters of the Lancashire Fusiliers) and London in St. James’s Square.

Regular client events include investment seminars, dinners, balls, corporate hospitality at premium sporting, cultural and social occasions, golf days, an annual real ale trail as well as private dinners and bespoke entertaining.

Our online Clubhouse gives clients a unique opportunity to access knowledge, advice, news and events.