We are a forward-thinking wealth management firm with a passion for doing things differently
The highest standards
At Chartered Wealth Management, we believe in only employing the very best. Our directors are fully fledged Chartered Financial Planners and, as a result, hold the industry’s gold standard qualification in the United Kingdom, which means they are amongst the most experienced within their profession. Collectively, our team has over 170 years experience in providing the very best financial help and advice. Sharing our commitment to excellence, the team at Chartered Wealth Management never loses sight of the bigger picture and always puts you first.
Excellence is never an accident
Our client base is nationwide, ranging from private investors and corporate entities, through to families and highly successful entrepreneurs. Our personable, transparent approach allows us to build lasting relationships with our clients, which means they can feel safe in the knowledge that they’re receiving the very best wealth management advice. We provide only the highest level of service because it’s incredibly important to us, which is something that’s reflected in absolutely everything we do.
MR. J. R. – WARRINGTON
“CWM's approach and advice is always appropriate and I know I can speak to them on any matter from major purchases to monthly income and pensions. I look forward to continuing my relationship with the company and enjoying the benefits of their advice and expertise.”