Chetwood Wealth Management
Chetwood Wealth Management is a financial advisory firm that serves clients. They provide wealth management solutions to assist clients with their financial planning.
- Wealth management
- Investment advice
- Financial planning
- Client relationship management
Locations
Competitors
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Generation Wealth is a family-run firm of Independent Financial Advisers with over 30 years of experience in providing tailored financial planning services for both individuals and businesses.
Company Details
Chetwood Wealth Management is operated by Chetwood Wealth Management Ltd and is a Active company incorporated on 26 June 2000 with the registered office located in St. Austell, Cornwall. Chetwood Wealth Management Ltd was registered 25 years ago.
Status
Active
Size
Small
Directors
3
Age
25 years old
Employees
35
Turnover
Unreported
Total Assets
£2.9M
Cash in Bank
£798K
Total Liabilities
-£973.75K
Teams
16
11
5
1
1
Executive Assistant • Joined Jul 2023
Technical Director • Joined Oct 2021
Operations Director • Joined Aug 2021
Client Relationship Manager • Joined Apr 2023
Client Relationship Manager • Joined Apr 2023
Client Relationship Manager • Joined Oct 2024
Head Of Wealth Management • Joined Feb 2024
Office Coordinator & Client Relationship Manager • Joined Sep 2024
Private Wealth Client Manager • Joined Aug 2019
Legal And Commercial Director • Joined Oct 2019
Technical Director • Joined Oct 2021
Operations Director • Joined Aug 2021
Head Of Wealth Management • Joined Feb 2024
Office Coordinator & Client Relationship Manager • Joined Sep 2024
Legal And Commercial Director • Joined Oct 2019
Senior Financial Adviser • Joined Nov 2003
Chartered Financial Planner • Joined Dec 2009
Chartered Financial Planner • Joined Jan 2014
Chartered Financial Planner • Joined Jan 2024
Paraplanner • Joined Sep 2021
Client Relationship Manager • Joined Apr 2023
Client Relationship Manager • Joined Apr 2023
Client Relationship Manager • Joined Oct 2024
Office Coordinator & Client Relationship Manager • Joined Sep 2024
Legal And Commercial Director • Joined Oct 2019
Executive Assistant • Joined Jul 2023
Private Wealth Client Manager • Joined Aug 2019
View 16 members