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For more detail about the information collected when you use our website, including the use of Cookies, see our Cookie Policy and website for further information.


Social Media – Rules


These Rules apply to social media accounts operated by Chartered Wealth Management, on social media platforms, including but not limited to LinkedIn and Twitter.

The rule for using our social media accounts is:

You can use our social media accounts to ask questions, share and review our content.


Acceptable use


Only post information you’re happy for everyone to see.

Share our posts with your friends or family.


Please don’t


Use our social media accounts in a way that might breach any laws and regulations.

Try to access the administrator features or functions of our social media accounts without permission.


Administration of our Social Media accounts


The information we post on our social media accounts is only intended for residents of the United Kingdom.

Our social media accounts may be managed by our employees and/or third parties appointed by us.

If you find content on our social media accounts which you think is inappropriate or you’re concerned about, please contact us.




The comments or messages we post on our social media accounts aren’t intended to give financial or investment advice and we recommend you get advice from a qualified financial advisor before making an investment decision.




The information on this website is provided “as is” and has been compiled in good faith to provide information about Chartered Wealth Management and its services.

Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

Chartered Wealth Management reserve the right to modify, suspend, or discontinue this website or any part of it, with or without notice, at any time, and shall not be liable to you or to any third party for any such modification, suspension or discontinuance of this website.


3rd Party – Hyperlinks


This website contains hyperlinks to other websites which are hosted and maintained by third parties and which are not, or may not be, regulated by the Financial Conduct Authority. When you activate any of these links you leave the Charted Wealth Management website. We have no control of the content within these websites. These links are accessed at your own risks.