Wealth Management Services | Team Culture | Chartered Wealth

Manchester: 0161 826 4224 | London: 0207 099 4224

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A team with a difference

Our people and affable culture separates us from our competition. With a skillful, knowledgeable team that has been carefully selected to meet our overall aims and objectives, we provide wealth management services with a difference.

A Strong Focus On People

We work in a professional yet relaxed environment

Our offices in London and Manchester match that of our ethos; they are gregarious, yet professional. Our doors are always open for our clients, whether you want to stop by to discuss your wealth management in further detail or wish to pay us a visit to catch up.

Our People

Meet our team

David Spencer FPFS, IMC

FOUNDING DIRECTOR OF CHARTERED WEALTH MANAGEMENT, CHARTERED FINANCIAL PLANNER

Mark Stanbury FPFS (DM)

FOUNDING DIRECTOR OF CHARTERED WEALTH MANAGEMENT, CHARTERED FINANCIAL PLANNER

Steven Hall MSc, FPFS

FOUNDING DIRECTOR OF CHARTERED WEALTH MANAGEMENT, CHARTERED FINANCIAL PLANNER

Paula Eardley Chartered FCSI, APFS

Chartered Financial Planner, Chartered Wealth Manager

Tony Robinson Chartered FCSI, DipPFS

CHARTERED WEALTH MANAGER

Christina Rogers BA Hons, MA, IMC, FMCSI

CHARTERED WEALTH MANAGER

Chris Shelton DipPFS

FINANCIAL PLANNER

Helen Price CeMAP, CeRER

HEAD OF CLIENT LIAISON

Dawn Cornwell

CLIENT LIAISON MANAGER

Nicola Doran

CLIENT LIAISON MANAGER

Michelle Marston BA (Hons), DipPFS

HEAD OF COMPLIANCE AND PARAPLANNING

Ian Richardson MBA, DipPFS, CertPFS(DM)

SENIOR PARAPLANNER

Ian Henry LLB (Hons)

RELATIONSHIP MANAGER

Ann Hall

ACCOUNTS MANAGER