Chartered Wealth Management

Chartered Wealth Management is a personal wealth management firm that offers financial planning and asset management services to high net worth clients. They have over 170 years of experience in the industry.
  • Selling A Business
  • Retirement Planning
  • Investment Services
  • Portfolio Management
  • Strategic Tax Planning
  • Inheritance Tax Planning
  • Divorce Financial Planning
  • Advice and Planning Services
Size
Small
Phone
0161 826 4224
Website
charteredwealthmanagement.co.uk
Email
Available in Endole App
Locations
33 St James's Square, SW1Y 4JS
02070994224
8:00 - 17:00
The Lightwell, 61/63 Brown Street, M2 2JG
01618264224
8:00 - 17:00
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Competitors
Dennehy Wealth
Dennehy Wealth is one of the UK's leading independent financial advisers, providing expert advice since 1987.
True Potential Wealth Management
True Potential Wealth Management provides expert financial advice and wealth management services tailored to individual client needs.
YorWealth
YorWealth helps clients and their families plan for a better future by providing tailored financial advice.
Company Details
Chartered Wealth Management is operated by Chartered Wealth Management Limited and is a Active company incorporated on 1 April 2009 with the registered office located in Leeds, West Yorkshire. Chartered Wealth Management Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
5
Age
16 years old
Employees
22
Turnover
Unreported
Total Assets
£1.21M
Cash in Bank
£896.52K
Total Liabilities
-£706.54K
Mr Steven Anthony Hall
Director • Independent Financial Advisor • British • Lives in England • Born in Mar 1978
Charlotte Emily Thomas
Director • British • Lives in England • Born in Dec 1972
Neil Anthony Moles
Director • British • Lives in England • Born in Nov 1979
Caroline Michelle Hawkesley
Director • British • Lives in England • Born in Apr 1974
Thomas Francis Wood
Director • Chief Financial Officer • British • Lives in England • Born in Apr 1972
The Progeny Group Limited
PSC
More information on Chartered Wealth Management Limited
Teams
All
12
Finance
5
Sales
3
Administration
1
Business Management
1
Other
3
Mrs Paula Eardley FPFS, Fcsi
Partner, Chartered Financial Planner, Chartered Wealth Manager • Joined Oct 2012
Jacqueline Shock
Executive Assistant • Joined Mar 2021
Mark Stanbury, FPFS (DM)
Founding Director • Joined Apr 2009
Nicola Doran
Client Liaison Manager • Joined Oct 2014
Helen Price Cemap, Cerer
Client Liaison Manager • Joined Aug 2010
Christina Rogers
Chartered Wealth Manager • Joined Jan 2017
Charlie Spencer
Client Liaison Manager • Joined Apr 2024
Nicola King
Independent Chartered Wealth Manager • Joined Sep 2020
Steven Hall, Chartered Financial Planner
Director, Chartered Financial Planner • Joined Jun 2009
Michelle Marston
Head Of Compliance And Paraplanning
Christina Rogers
Chartered Wealth Manager • Joined Jan 2017
Steven Hall, Chartered Financial Planner
Chartered Financial Planner • Joined Jul 2009
Mark Stanbury, FPFS (DM)
Chartered Financial Planner • Joined Apr 2009
Tony Robinson FPFS, Fcsi
Chartered Financial Planner • Joined Aug 2014
Mark Ormston MSC FPFS Fcsi
Chartered Financial Planner • Joined Oct 2022
Nicola Doran
Client Liaison Manager • Joined Oct 2014
Helen Price Cemap, Cerer
Client Liaison Manager • Joined Aug 2010
Charlie Spencer
Client Liaison Manager • Joined Apr 2024
Jacqueline Shock
Executive Assistant • Joined Mar 2021
Mark Stanbury, FPFS (DM)
Founding Director • Joined Apr 2009
Mrs Paula Eardley FPFS, Fcsi
Partner, Chartered Financial Planner, Chartered Wealth Manager • Joined Oct 2012
Nicola King
Independent Chartered Wealth Manager • Joined Sep 2020
Michelle Marston
Head Of Compliance And Paraplanning
View 12 members