Chamberlain Wealth Management Ltd

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