Business Details
8 Years
experience
Your Trusted Partner for Financial Advisers Solutions
At Chetwood Wealth Management, we are dedicated to delivering open and transparent financial planning services tailored to our clients' best interests. Our Chartered Financial Planner designation by the Chartered Insurance Institute (CII) reflects our commitment to rigorous professional standards and client-centric service. With over 25 years of industry experience, we specialise in wealth management, offering independent financial advice across the UK. Our approach focuses on active portfolio management, ensuring investments align with clients' evolving goals and market conditions. We prioritise clear communication, avoiding jargon, and maintaining regular contact to provide realistic, attainable financial solutions. Our team's expertise, combined with a dedication to integrity and innovation, has earned the trust of clients nationwide.We operate from our Wellington, Somerset office, serving clients across the UK while adhering to strict regulatory standards set by the Financial Conduct Authority. Our structured three-step process identifies client needs, selects appropriate investments, and ensures ongoing portfolio reviews to adapt to changing circumstances. We believe in transparency regarding fees and services, providing detailed client agreements before commencing any work. Our quarterly newsletters and portfolio updates keep clients informed about their investments and global market trends, reinforcing our commitment to education and clarity.
Services
Wealth Management
Independent Financial Advice
Portfolio Management
Investment Planning
Retirement Planning
Details
- Year established: 2018
Highlights and features
- We are Chartered Financial Planners with rigorous professional standards
- Over 25 years of industry experience and proven track record
- Active portfolio management with quarterly client updates
- Transparent fee structure with clear service agreements
- Personalised service avoiding automated communication channels
Associations and certifications
- Chartered Insurance Institute (CII)
What people say
Delighted to receive newsletters
Refreshing and reassuring
Active portfolio management
Clear investment explanations
Regular client updates
Services
Wealth Management
Our wealth management service provides comprehensive strategies to grow and protect your assets. We create tailored investment portfolios aligned with your risk profile and financial goals. Through ongoing monitoring and quarterly updates, we ensure your investments adapt to market changes and personal circumstances while maintaining transparency about fees and performance.
Independent Financial Advice
As independent advisers, we offer unbiased recommendations across the entire market. Our three-step process identifies your needs, selects appropriate products, and implements structured reviews. We specialise in balancing risk and reward while providing clear explanations of all investment decisions and associated costs without industry jargon.
Portfolio Management
Our discretionary portfolio management service actively monitors and adjusts investments to meet evolving objectives. Clients receive regular portfolio updates and market analysis to understand their investments' performance. We focus on maintaining alignment between your financial goals and market opportunities through continuous evaluation and strategic adjustments.
Investment Planning
We develop long-term investment strategies tailored to your specific circumstances. Our approach considers your risk tolerance, time horizon, and financial objectives while maintaining flexibility for life changes. We provide detailed explanations of investment choices and ensure all strategies comply with regulatory standards set by the Financial Conduct Authority.
Retirement Planning
Our retirement planning service creates sustainable income solutions for your post-work years. We assess your current assets, desired lifestyle, and tax implications to develop comprehensive pension strategies. The service includes regular reviews to ensure your plan adapts to changing regulations and personal circumstances while maintaining investment growth potential.
Questions
What financial services do you offer?
We provide wealth management, independent financial advice, portfolio management, investment planning, and retirement planning services tailored to individual client needs.
How are your fees structured?
We offer transparent fee options detailed in our client service agreement. Charges are confirmed in writing before work begins, with clear explanations of all service costs.
Do you serve clients outside Somerset?
We work with clients across the UK, excluding Scotland and Ireland. Our services are available to UK residents regardless of location.
What makes you different from other advisers?
Our active portfolio management approach, quarterly client updates, and commitment to avoiding automated communication channels distinguish us from traditional transactional financial firms.
How do you handle investment risks?
We assess your risk profile, implement diversified portfolios, and maintain ongoing monitoring. Our three-step process ensures investments remain aligned with your objectives and market conditions.
