Wealth Management Testimonials | Chartered Wealth Management Part of The Group. Learn more →

Manchester: 0161 826 4224 | London: 0207 099 4224

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Manchester: 0161 826 4224

London: 0207 099 4224

Make an enquiry

Testimonials

An exceptional service you’ll remember forever

Our client service is something that differentiates us from the rest. Don’t just take our word for it, however – take a look at our collection of testimonials, which have been provided by a selection of clients we work with.

  • Mr.B.C. – Lancashire

    Clear financial advice with client-specific solutions

    The initial meetings with CWM very quickly convinced me that their individual and team honesty, integrity, trust and service at a client level were an excellent fit with my personal values and my expectations. I understand that completely ‘independent advice‘ is very difficult to achieve but I continue to believe that CWM strives to provide client specific advice and options that best suit their practical and financial needs but that are economically sensible.

    Following our decision to employ CWM as our primary financial advisor my wife and I have been consistently provided with professional and friendly relationships; clearly described analyses and options; open discussions; a willingness to assist in specific detailed issues; a willingness to meet with our other professional advisors to achieve optimum solutions; effective execution of tasks related to administrative and financial matters.

    We trust that CWM will be able to maintain their financial independence, their professional integrity and their superior client relationships whilst expanding their corporate capabilities and their market presence. We expect CWM to be life partners for us.

  • Mr & Mrs P. S. – Lancashire

    Appointing Chartered Wealth Management was our best move

    Prior to winning the lottery, Christine and I were engaged and had been living together for about a year. I worked as a coordinator and Christine was a practice nurse. I contacted Chartered Wealth to arrange a meeting to sort out our finances and it was the best move we have made. Their service is second to none and since winning the money we feel secure in the fact that we are being well looked after. We have regular meetings with CWM and feel comfortable that they have our best interest at the heart of the things that they do for us.

  • Mr. J. R. – Warrington

    Chartered Wealth Management provide clear turnarounds and growth

    I felt that I needed an organisation that understood my requirements from a personal wealth perspective. The team members handled the transfer of my investments and also helped to appraise and then reorganise my savings and pension arrangements. Since joining as a client of Chartered Wealth Management, I have seen a clear turnaround from my previous advisors. With Chartered Wealth Management, I have primarily sought to bring stability to my investments but to add growth when appropriate given the current economic climate. This has been achieved successfully and I am delighted with the improvement I have seen over the last three years. I have an excellent relationship with the team and feel confident that he understands my requirements. We have regular meetings to discuss progress and whether any changes in personal circumstances need to be addressed. Given the current economic climate, their 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.

  • Mr. G. E. – Lytham St Annes

    Transparent advice for pensions and investments

    Chartered Wealth Management has been providing me with advice regarding my pensions, savings, investments and tax planning for more than 2 years and they have been extremely transparent in their advice, provided me with considered options and worked diligently with me to focus on a balanced approach to my investment and retirement plans. Specifically, they have advised me across a number of areas, use of tax-free savings i.e ISAs, tax planning vehicles such as Enterprise Schemes, inheritance tax management for my children, pension planning in terms of ideal pension revenue and the current government limits to pension funds. They have helped me consolidate my pensions where it is sensible and have a more flexible investment to suit my personal needs, levels of risk I am prepared to take into consideration for my family. Most importantly they have provided genuine independent advice, listen carefully to what I want to achieve and provide options, they have established a trusting relationship which we all see existing over many years and over this time the needs will change. There have never been any issues when I have changed my mind or deferred or declined any of their advice. They have made the relationship convenient by coming to our home when it best suits us. I would certainly recommend them to anyone that needs balanced, sensible and realistic advice from a team who know the market, monitor the markets and the changing economic climate and tax rules.

Ms. P. H. – Cheshire

CWM keep their finger on the pulse when it comes to wealth management services

I am a good judge of character, therefore, can spot a ‘good egg’ from a mile off. When I met a member of Chartered Wealth Management eight years ago, it was a twist of fate that has proven to be enormously important in both my financial and personal life. Although hardly wealthy, I have always been a rigid saver all my life in order to make my retirement as comfortable and stress-free as possible. CWM have always striven towards this from the moment they took over the running of my finances and, in spite of a dire economic climate, they never fail to keep their finger on the pulse. Their knowledge of the business is mindblowing and their patience is sublime. I feel privileged to be a client of CWM, since I am only ‘Ms Average’. This organisation, although incredibly savvy over how the super-rich can plant their money trees to encourage growth, remains loyal to their more lowly clients.

Mr. S. E. – York

After selling my business, I appointed CWM and immediately felt impressed

I sold my business in 2010 for what I considered to be a life-changing sum of money. I didn’t wish to live a lavish lifestyle; I decided to sell my business to achieve freedom, maintain a good but not extravagant lifestyle and allow our children to have a good start to their adult lives. We were introduced to Chartered Wealth Management in 2011 and immediately, we knew that it was going to be the firm who could help us realise our expectations.

 

We built up a great rapport with the CWM team, mainly because they listened carefully to the story of our lives and understood what we wanted to achieve. We trusted them entirely. CWM examined every aspect of our assets in great detail and was happy to spend as much time as it took.

 

Together, we didn’t rush to allocate all fund immediately; instead, we met regularly until we were perfectly satisfied with the brief we were giving to Chartered Wealth Management. Now, we meet a minimum of four scheduled times per year. They will call me as and when there are any significant stock market variances, which might provide opportunities for our investments and Helen, who is the hub of the office, will move any money quickly between our accounts with just one quick phone call.

 

CWM employees are all superb and always seem to have so much time to listen to me. In fact, I think the highest compliment I can pay CWM is that we feel like we are their only client. We would recommend them to anyone, particularly those who, for whatever reason, find themselves sitting on a new level of wealth.

Mr and Mrs D. R. – Chorley

Simple, well-researched, straightforward advice for our portfolio

Meeting Chartered Wealth Management was like a breath of fresh air. It was immediately apparent that the level of advice and confidence in the people looking after our investments was something we hadn’t experienced before. We immediately signed up. Every quarter, we meet with CWM to talk through our investments and receive well-researched, simple and straightforward advice. Since investing in CWM, our portfolio has grown exceedingly well and we are extremely happy. I have referred CWM to my colleagues and will continue to do so in the future. We both feel part of the CWM family and cannot recommend their service highly enough in these few short words. Whoever invests with CWM will be extremely happy with the whole experience. Thanks for all your help, support and friendship we have received since our relationship began.

Mr. J. J. FCCA (Retired) – Liverpool

Accountants

Having worked as an accountant and finance director, I had developed a somewhat jaundiced view of the financial advisers I had met over the years and decided I was more capable of looking after my own financial affairs. I was introduced to Chartered Wealth Management and was immediately impressed by their personable nature, enthusiasm and professional approach; they were refreshingly different to what I had experienced in the past. They valued me as a client and genuinely wanted to exceed my expectations. They invested considerable time to develop a clear understanding of my financial needs and goals. CWM quickly produced a robust assessment of my financial position and a well-devised investment strategy that was bespoke to my situation. Over the past four years, I have benefitted from financial returns in line with my requirements and remain to be impressed by the high level of customer service and commitment that Chartered Wealth Management delivers.

Managing Partner, Davis Blank Furniss Solicitors

Lawyers

We would have no hesitation in recommending Chartered Wealth Management to any client. They are enthusiastic, knowledgeable and very approachable. Chartered Wealth Management are capable of putting any potential investor, from the young and anxious, to the older and more experienced at ease. They offer an all round service and really do go that extra mile for their clients. Their fees are also straight forward and transparent. Our clients/administrators speak very highly of them.