Chartered Wealth Management

Independent Financial Adviser  Chartered Wealth Management Ltd, London, Greater london, SW1Y 4JS
First meeting at adviser's own cost
At CWM we live and breathe excellence in everything we do.
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 & divorce
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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Life insurance
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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
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Steven Hall
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Mark Stanbury
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
David Spencer
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
Christina Rogers
Chartered Wealth Manager

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Tony Robinson
Chartered Wealth Manager

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Chris Shelton
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
Paula Eardley
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

Accreditations
Chartered Financial Planner
What our clients say
"I would like to record my thanks for the excellent service and advice which CWM have provided since your engagement almost 12 months ago. At a time when IFAs, in general seem to be the target of bad press at the drop of a hat I can honestly recommend that anyone with such beliefs engages with Companies like this. I have had the need for Wealth Management Services since selling my business and have previously used two other suppliers, one a major banking group and the other a global wealth management specialist. Both have fallen well short of the level of advice which I now receive, although sadly at the time it is not always easy to make such comparisons until one experiences the bespoke and personal nature of the likes of CWM. I find their approach refreshing in terms of explanation of terms and options and for me the most salient feature of their service is that they are extremely proactive and meticulous in their financial planning advice. I have already referred colleagues to CWM and would continue to do so without hesitation. Many thanks for all you have achieved for me so far and I look forward to continuing our relationship well into the future."
(name removed to retain privacy), Saddleworth
"My first contact with CWM was in 2010 as a result of Helen Price moving from her position at Coutts Manchester to CWM. Having earned some wealth and a relatively good pension and being uncertain of how best to preserve my assets against the likely future inflation and also to enhance it in difficult global circumstances, I was easily persuaded to consider the CWM IFA proposal. Until then I had relied heavily on my primary bank and a smaller private bank. Dissatisfied with the smaller private bank’s performance I moved those managed assets to a US fund manager. At that time I remained unsure of the relative performance being achieved by my primary bank portfolio. Having dealt with and liked and trusted Helen Price for some years whilst she was with Coutts Manchester, she was the primary contact at CWM. The initial meetings very quickly convinced me that their individual and team honesty, integrity, trust and service at a client level were an excellent fit with my personal values and my expectations. I understand that completely ‘independent advice‘ is very difficult to achieve but I continue to believe that CWM strive to provide client specific advice and options that best suits their practical and financial needs but that are economically sensible. Following our decision to employ CWM as our primary financial advisor my wife and I have been consistently provided with professional and friendly relationships; clearly described analyses and options; open discussions; a willingness to assist in specific detailed issues; a willingness to meet with our other professional advisors to achieve optimum solutions; effective execution of tasks related to administrative and financial matters. We trust that CWM will be able to maintain their financial independence, their professional integrity and their superior client relationships whilst expanding their corporate capabilities and their market presence. We expect CWM to be life partners for us."
(name removed to retain privacy), Yorkeshire
"When I was introduced to Chartered Wealth Management I was immediately impressed by their personable nature, enthusiasm and professional approach; CWM struck me as being refreshingly different to what I had experienced previously. Sure, our early conversations were inevitably shaped by the inevitable governance and compliance regime but unlike other advisors I had met before, it was apparent that here was someone who was not simply going through the motions – here was someone who valued me as a client and genuinely wanted to exceed my expectations. CWM invested considerable time and effort at our initial meetings to get to know me as an individual and to develop a clear understanding and appreciation of my financial needs and goals. They quickly produced a robust assessment of my financial position and aspirations culminating with a well devised and documented investment strategy that was bespoke to my situation."
(name removed to retain privacy), South Manchester
About us

Established in 2009, Chartered Wealth Management (CWM) is a leading firm of Chartered Financial Planners and Wealth Managers based in Manchester and London. We provide independent financial advice to high net worth individuals, families, trustees, charities, pension funds and corporate entities throughout the UK.

CWMs clients enjoy the peace of mind that comes with our personal service and is tailored to individual needs and underpinned by outstanding advisory capability.

Our team of Chartered Financial Planners and Chartered Wealth Managers hold the industry gold standard in terms of financial qualifications. Our commitment to delivering the very highest levels of customer service and best practice is fundamental to our business. You can be assured of a service that combines clarity of advice, transparency and value for money in equal measure.

We strive to earn and retain your trust by being generous with our knowledge and earning the right to direct and share your financial journey.

Our services

Chartered Wealth Management has been built on a philosophy of trust in excellence. This is reinforced by delivering tailored financial advice and outstanding client service in an environment based on mutual respect and trust. In order to provide greater protection in the current financial climate, we can dovetail our expertise with the professional advice of others, where required.

Where to find us
Head office address: Chartered Wealth Management Ltd, 33 St. James's Square, London, SW1Y 4JS
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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