Chartered Wealth Management Ltd
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 201
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.
Address: The Clubhouse, The Barracks, 400 Bolton Road, Bury, Lancashire BL8 2DA, United Kingdom
Phone: +44 845 594 4224
FAX:
