Chamberlain Wealth Management Ltd

Independent Financial Adviser  New Mill House, Tamworth, Staffordshire, B78 3HX
First meeting at adviser's own cost
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
Response rating
9.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Robert Pryjmachuk
Managing Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Natasha Groom
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

About us

Our typical clients are owners of family controlled businesses for whom we provide advice on pension and investment provision, estate protection and wealth preservation. We also advise retired individuals and senior executives.

As it is unlikely that every investor will have the same priorities, we begin by conduction an initial assessment of your current financial situation and then explore your objectives, considering the time span of every identified goal, whether short, medium or long term. We will, of course, develop an investment strategy and advise on appropriate tax wrappers but, crucially, we will also offer a view on whether your objectives are achievable given the time frames involved and your attitude to risk. On occasions, we may advise a client that he does not need to take as much risk with an investment as he feels he ought. Conversely there may also be circumstances when we need to make it clear than an objective is unlikely to be obtained without exposure to a greater level

Our services

We pride ourselves on delivering a personal service to our clients. Our clients are our business and we want to build long-term relationships with them. It is important that we know our clients as individuals so that we can fully understand their goals and motivation.

Chamberlain’s commitment to our clients does not end with an investment recommendation. We continually monitor the progress of your portfolio and our service extends to a range of key issues.

We specialise in investment planning and portfolio management, pre and post retirement planning and corporate financial planning.

Where to find us
Head office address: New Mill House, Park Lane, Bonehill, Tamworth, B78 3HX
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th October 2021

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