Group. 
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
ASSOCIATE DIRECTOR, CHARTERED FINANCIAL PLANNER
Mark Stanbury FPFS (DM)
ASSOCIATE DIRECTOR, CHARTERED FINANCIAL PLANNER
Steven Hall MSc, FPFS
FOUNDING DIRECTOR OF CHARTERED WEALTH MANAGEMENT, CHARTERED FINANCIAL PLANNER
Paula Eardley Chartered FCSI, FPFS
PARTNER, CHARTERED FINANCIAL PLANNER, CHARTERED WEALTH MANAGER
Tony Robinson Chartered FCSI, FPFS
PARTNER, CHARTERED FINANCIAL PLANNER, CHARTERED WEALTH MANAGER
Christina Rogers Chartered FCSI, MA, IMC
CHARTERED WEALTH MANAGER
Chris Shelton FPFS
CHARTERED FINANCIAL PLANNER
Helen Price CeMAP, CeRER
HEAD OF CLIENT LIAISON
Michelle Marston BA (Hons), DipPFS
HEAD OF COMPLIANCE AND PARAPLANNING
A Range Of Roles
“At CWM, we work in a forward-thinking environment, where progression is encouraged.”
We’re always on the lookout for friendly, expert individuals to join our ever-expanding team. Browse through our current vacancies and if a role catches your eye, get in touch.
