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Chartered Wealth Management Ltd
 
 
Overview: 

Want to know a little more about our business? We’ve prepared some fast facts to give you a clearer view:
All our directors are Chartered Financial Planners, meaning they hold the industry’s ‘gold standard’ qualification in the United Kingdom.
Chartered Wealth Management is an independent wealth management and financial planning consultancy which means we are able to offer impartial, tailored advice without restriction or bias.
Our clients span private investors, corporate entities, families and entrepreneurs.
All our Chartered Financial Planners have over 10 years experience and collectively our team has over 170 years experience.
We are headquartered in the North West of England, although our client base is nationwide.
We work with carefully selected intermediaries to deliver a ‘joined up approach’ on legal issues, trusts/estates, personal tax planning and corporate finance. All share our ethos for business excellence and exceptional client service.
Advising our clients on charitable and philanthropic giving is important to us, as is our own fundraising and in recent years we are proud to have supported numerous charities including Derian House and Diabetes UK.
We are an expansive and forward-looking independent wealth management business that never loses sight of the traditional values of personal service and attention to detail which underpins everything we do.
History: 

The title of Chartered Financial Planner is granted by the Chartered Insurance Institute (CII). The Privvy Council authorised the CII to issue the Chartered title in 2005. Membership of the Personal Finance Society, the leading professional body for financial planners, is required to be able to use the professional designation Chartered Financial Planner.

As our business continues to expand 2014 sees us moving to new, larger offices that were formerly the regimental headquarters of the Lancashire Fusiliers, the regiment that famously won six Victoria Crosses before breakfast during the Gallipoli landings in WW1.

We hold regular client events, including investment seminars, dinners, balls, corporate hospitality at premium sporting, cultural and social occasions, golf days, an annual real ale trail as well as private dinners and bespoke entertaining.

Our new online Clubhouse launched in 2014 giving clients a unique opportunity to access knowledge, advice, news and events.


 
 
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