Mark Stanbury FPFS (DM)

Mark Stanbury is a Director and founding member of Chartered Wealth Management (CWM). As well as being a business owner, Mark is an independent Chartered Financial Planner and a qualified Investment Manager. Mark is known for his first-class technical knowledge and specialises in advising clients on a broad range of financial planning needs.

Mark combines high-level financial planning alongside his investment management knowledge. He is chair of the Investment Committee of CWM IM, the discretionary management arm of CWM. This combination serves to provide clients with bespoke and effectively blended solutions. He is particularly expert in advising clients pre and post business exit, and Trusts.

Outside of work, Mark enjoys spending time with his family. He is a keen runner and completed the Virgin London Marathon in 2019. Mark is also a Trustee of the DWF Charitable Foundation and an active supporter of the children’s charity Variety, both in a personal capacity and through CWM’s formal sponsorship.