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Chetwood Wealth Management Ltd
       
 
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Chetwood Wealth Management Ltd
 
 
Overview: 

We are a team of highly experienced Independent Financial Advisers with over 25 years' industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK.

We provide ‘whole of market’ Independent Financial Advice, specialising in wealth management. This means that we are not tied to particular providers of products but are able to look across the whole market, in order to select one that best suits a client’s individual circumstances.

The secret to successful investing is striking a balancing between risk and reward. Our work is not only about striking this balance, but also managing investments as a client’s circumstances and the financial markets change over time.

Step One
The first step in this process is to clearly identify a client’s risk profile, circumstances and goals. Our investment advice is then based on this information.

Step Two
We undertake extensive work to ensure any funds we invest in match our view of the markets and perform as we would expect.

Step Three
As clients move through their life, their risk profile can change and the markets that they invest in will fluctuate – thus a structured review process is vital.

We believe that client expectations should be realistic and attainable; we maintain regular contact with clients and will always be open and transparent in our recommendations and fees.
History: 

From early beginnings with University Medical General in 1983, the Kellands Group was formed in 1990. Following a period of sustained growth, our current company evolved first as Kellands (Minehead) Ltd, and then Kellands Chetwood Ltd after the acquisition of Chetwood Financial Management in Wellington, Somerset.

Our presence in the South West of England was further strengthened by the purchase of the financial services arm of Plympton-based Kelly Jenkins De Mel in 2007. In 2010 we moved to larger premises in Wellington which have been refurbished to provide easy access for our clients and a dynamic office environment with the client facilities that one would expect from an independent firm fully committed to an investment orientated service.


 
 
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