Chartered Independent Wealth Management

Chartered Independent Wealth Management offers financial advice to private and corporate clients in Shropshire and Staffordshire. Their team assists clients with financial planning.
  • Trust solutions
  • Assurance trusts
  • Independent financial advice
  • Beneficiary protection plans
  • Discretionary investment management
Size
Small
Phone
01952 250024
Website
ciwealth.co.uk
Email
Available in Endole App
Locations
6 Church St, TF1 1DG
01952250024
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Chartered Independent Wealth Management is operated by Chartered Independent Limited and is a Active company incorporated on 14 April 2012 with the registered office located in Telford, Shropshire. Chartered Independent Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
11
Turnover
Unreported
Total Assets
£425.95K
Cash in Bank
£276
Total Liabilities
-£131.02K
Edward Dymott
Director • Managing Director • British • Lives in UK • Born in Jan 1979
Mr Gavin Barrie James Roberts
Director • PSC • Financial Services • British • Lives in England • Born in Jul 1978
Benchmark Capital Limited
PSC
More information on Chartered Independent Limited
Teams
All
5
Finance
2
Consulting
2
Administration
1
Advisory
1
Management
1
Ed Dymott
Non Executive Director • Joined Sep 2022
Joanne Hill
Operations Manager • Joined Sep 2021
Tonia Hulme
Client Support Administrator • Joined Apr 2023
Mark Boyce Acii, FPFS
Chartered Financial Planner • Joined Jul 2019
David Hunt
Independent Financial Advisor • Joined Jul 2024
Mark Boyce Acii, FPFS
Chartered Financial Planner • Joined Jul 2019
David Hunt
Independent Financial Advisor • Joined Jul 2024
Tonia Hulme
Client Support Administrator • Joined Apr 2023
Ed Dymott
Non Executive Director • Joined Sep 2022
Mark Boyce Acii, FPFS
Chartered Financial Planner • Joined Jul 2019
David Hunt
Independent Financial Advisor • Joined Jul 2024
Joanne Hill
Operations Manager • Joined Sep 2021