Chamberlain Wealth Management Ltd
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
We can advise you on
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Capital gains tax
Last authorised 24th February 2020
Meet our advisers
Qualifications & Accreditations
DipFA - Diploma for Financial Advisers (LIBF)
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
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
What our clients say
My adviser's strengths are as follows:-
1. Understands my financial expectations and policy towards risk and continues to apply the standard consistently without any pressure to change my views.
2. I have regular reviews on my portfolio and proactively receive information on new financial opportunities that reflect my risk levels, and details of changes in financial and tax legislation via a monthly newsletter.
3. Is always available to respond to requests for information and to discuss points I may have regarding my investments - I am usually able to talk to Robert the same day as I make a request.
4. The office staff are very professional and respond quickly and thoroughly to any administrative tasks that need to be completed.
5. Finally, and most importantly, Robert has been very successful at developing my portfolio and I have had no hesitation in recommending his services to other close family members.
It is very difficult to find fault with the service provided by Robert - both him and his team work really hard at delivering a quality and value-added service.
Robert is able to communicate well and simplify wealth management - His strategy and philosophy for financial planning is based on good common sense together with strong financial knowledge - The advise provided by Robert also takes into consideration your personal preferences and age and he will always let you know if he does not agree with a direction you like to follow
I have known CWM (Robert Pryjmachuk) for several years. I have found both Robert and the team at CWM to be most helpful and professional. They have never forced a financial decision on us but work with us to achieve common goals. We have a frank and open relationship and negotiate outcomes that satisfy supplier/customer requirement.
To me the investment world is a minefield and I would be very hesitant to go it alone. From the first moment I met Robert Pryjmachuk, he totally understood my situation and advised accordingly. He was not 'pushy' in any way and explained things clearly. He was recommended to me and I wouldn't hesitate to recommend him to others. He is friendly and easy to talk to, but is also a true professional.
The whole team are brilliant. If you have a query they are usually able to provide an answer immediately. If not they get back to you very quickly. Cannot fault them.
Robert and his staff communicate regularly and clearly. Questions are answered promptly and advice is thought out and delivered very professionally. Robert listens well and offers extremely relevant and helpful input prior to any financial decisions being taken. Always approachable.
At last and after many pitfalls we have an advisor who is looking after my interests and not their own. Robert has offered excellent advice and now manages my pensions and savings. Communication all through the company is excellent. We really feel that we are being cared for and looked after.
Apart from doubling the output of my savings, I cannot think of anything that they could do better.
I would wholly recommend Robert. He and his team work collaboratively and fully understand the concept of 'Customer Care' - It is a pleasure to be able to recommend him.
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.
Where to find us
The Seal Building, 44 Blucher Street, Birmingham, West Midlands, B1 1QJ
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer: