FAQs

Q: I’m interested in talking to you and finding out more – how can I make contact?
A: Please complete the short form here and we will contact you, alternatively call 0845 594 4224 or email info@charteredwm.co.uk

Q: As a client what can I expect from Chartered Wealth Management in terms of personal service and regular updates?
A: You can expect a comprehensive service that is both independent and tailored to your specific needs. Based in the North West of England we ensure that we are in regular contact with all our clients and conduct meetings and reviews in a client’s home or business or alternatively at our office – whichever is most convenient. We employ dedicated Client Liaison Managers who are focused solely on client management and service.

Q: I already have a company or individual managing my finances – is it difficult to change?
A: No, it isn’t difficult and we are able to advise you every step of the way.

Q: I am an intermediary, how would I start building a relationship with Chartered Wealth Management on behalf of clients?
A: In the first instance please contact Steven Hall on 07939 989606 or steven@charteredwm.co.uk whose specific remit is working with Intermediaries to provide joined up advice to mutual clients. Steven is able to offer further insight and provide due diligence into CWM and would be interested to learn more about your business.

Q: I have a question that isn’t listed here, where do I go to next?
A: Click here to contact us.