Chetwood Wealth Management Ltd

Independent Financial Adviser 60 High Street, Wellington, Somerset, Wellington, TA21 8RD
Response rating
7.0/10
FCA verified
3rd December 2018
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group pensions
    • Stakeholder
    • Savings for children
    • Taxation planning
Meet our advisers
Richard Hansell
Stuart Toghill
Fred Hosegood
Mark Stanbury
Mark Pendarves
Graham Aspin
Tim Cockram
Michael Trick
Where to find us

60 High Street, Wellington, Somerset, Wellington, TA21 8RD

Contact us
About us

Chetwood Wealth Management Ltd prides itself on the very high standard of personal attention and service that we achieve and the strong and lasting relationships this engenders. We have been advising our clients on their financial affairs for more than 25 years, offering impartial and objective advice. Our loyalty is to our clients and we work in there interests at all times.

Our services

We have been awarded the prestigious Chartered Financial Planners designation by the Charted Insurance Institute (CII). This is the industries gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII. When you use a Chartered firm you are dealing with proven professionals.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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