Chamberlain Wealth Management Ltd
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.
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.
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
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.
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FREEinvestment health check+ £50 off the
cost of advice
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Face to face
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