Wealth Management Services From Chartered Wealth Management Part of The Group. Learn more →

Manchester: 0161 826 4224 | London: 0207 099 4224

Make an enquiry

Manchester: 0161 826 4224

London: 0207 099 4224

Make an enquiry

Experts in Wealth Management

We are a personal wealth management firm, renowned for offering tailored financial planning and asset management services to high net worth clients.

About Us

  • Our Approach

    We tailor our approach to meet every client’s needs

    Our approach is straightforward. We know that your lifestyle is busy and that finding a wealth management firm you can trust is a must. At Chartered Wealth Management, we not only take the time to understand you as an individual, we also provide the highest level of service to help you in the management and preservation of your wealth. By adopting a tailored approach, we’re able to adhere to your specific needs and requirements, taking the time to assess your current financial situation in order to help make your wealth work for you, not against you.

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  • About Us

    A commitment to excellence sets us apart from the rest

    With over 170 years experience and offices in both Manchester and London, we are one of the UK’s most reputable wealth management firms. We have a commitment to excellence and a wealth of experience, which allows us to understand both the intricacies of wealth and the complex lives our clients lead. Through sound advice and an unparalleled level of customer service, we are able to provide the very best to all of our clients, helping them to pursue their financial dreams once and for all.

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  • Ethos and Values

    Our services are shaped by trust and understanding

    Our ethos is based on traditional values; we believe in building trust with our clients that lasts forever by delivering our services in a completely transparent way. We make sure our clients are never left in the dark and work with them as a team to help shape their financial future. At Chartered Wealth Management, we guide you on today’s decisions, so you can achieve your financial goals tomorrow and every day for the rest of your life.

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  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Do your investable assets exceed £500,000?

    No
    Yes

  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Do you have an income of at least £100,000?

    No
    Yes

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  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Are your circumstances likely to change in the next six months?

    Select your circumstance from the list below

    No, won't change
    Yes, business sale
    Yes, inheritance
    Yes, promotion
    Yes, property sale

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  • Thank you

    Based on your answers, we feel our services could meet your needs. Fill in our contact form below and we'll get back to you to discuss next steps

    Talk To Us

    Make an enquiry

  • Thank you

    Based on the information you have provided, our services would not be suitable for you. If you have any questions, please do not hesitate to contact our in-house team by calling our Manchester office on 0161 826 4224.

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Our Services

Advice and planning

Our Services

Advice and planning

At Chartered Wealth Management, we have a qualified team of professionals who have the know-how to provide sound, tailored advice to help plan the preservation and growth of your wealth.

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Our Services

Investment services

Our Services

Investment services

Our main aim is to provide a bespoke service that aligns with your personal investment objectives. Thanks to the advice provided by our team, you can feel confident in the investments you make.

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Leading from the front

Our people

Our people are at the heart of everything we do. After all, it’s because of our team of carefully selected professionals that we’re able to deliver the best level of service to each of our clients. Each of our team members comes fully equipped with the profound set of skills and personalities needed to manage your finances with the utmost care and attention. Our people are our greatest asset, helping to shape Chartered Wealth Management’s future as one of the UK’s top wealth management firms.

Meet the team