Contact Us

Head Office Address:
The Lightwell, 61/63 Brown Street, Manchester, M2 2JG

London Address:
33 St James’s Square, London, SW1Y 4JS

Contact Us

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Parking Advice
Please contact either Dawn or Helen on the main telephone number above and they will ensure you have an allocated parking space directly outside the building. Wheelchair access can be easily arranged should this be required.

Useful telephone numbers:
General enquiries: 0161 826 4224

London Office 0207 099 4224
Website Feedback – Your opinion counts
It is important that we deliver an excellent online experience so please do let us know how we could improve or enhance our current offering. Email us (insert hyperlink to suggestion form).

Media contact
Our PR team deals specifically with journalist enquiries. The PR team is unable to respond to any queries which are not press related. Clients should contact the numbers listed above; and, for job and work experience opportunities please make contact through the Careers page.

Responding to your complaints
Chartered Wealth Management is committed to providing the very highest standards of service to our clients. We take any client dissatisfaction extremely seriously and aim to ensure all complaints are dealt with in a timely and efficient manner. Please read more about our policy on complaints – please see below.

Chartered Wealth Management Limited is authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS.

Chartered Wealth Management Limited’s Financial Services Register number is 733735. CWM’s permitted business is advising on and arranging pensions, savings and investment products and non-investment insurance contracts. You can check this on the FCA’s Register by visiting the FCA’s website www.fca.gov.uk/register or by contacting the FCA on 0800 111 6768.

In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:

In writing:
Mr Steven Hall, The Compliance Director, Chartered Wealth Management Ltd, The Lightwell, 61/63 Brown Street, Manchester, M2 2JG

By phone:
0161 8264224

For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). We are covered by the Financial Services Compensation Scheme (‘FSCS’). You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Investments: most types of investment business are covered for up to a maximum of £50,000.

Insurance: advising and arranging is covered for 90% of the claim, without any upper limit.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit….http://www.financial-ombudsman.org.uk/

Further information about compensation scheme arrangements is available from the FSCS at www.fscs.org.uk/consumer.

Please be assured we treat complaints very seriously.