Investment Philosophy | Chartered Wealth Management Part of The Group. Learn more →

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Our investment philosophy is built on a long-term relationship and planning to meet individual needs.


Every consideration is given to the clients view on investment risk and long-term goals. CWM acknowledges individuality when supporting a client, ensuring their overall financial needs are met, be it investments or wealth preservation.


Our advice is given based on extensive research. We utilise a selection of portfolios, stretching from Defensive to Adventurous. Regular reviews and a constant overview of the markets allow us to manage your investments in an individual way, providing peace of mind.


We recognise that legislation and taxation rules change over time and your objectives, goals and personal circumstances may also change. We will be with you every step of the way, adapting your investment strategy as and when required.