At Chelmer Wealth Management we recognise that your personal and financial circumstances are unique. Our aim is to provide you with bespoke advice, an exceptional service and always put you, the client at the heart of everything we do.
We specialise in providing high-quality, face-to-face wealth management advice that is personally tailored to reflect your individual circumstances, with the aim of ‘earning the right’ to be considered as your trusted financial adviser.
We place clients at the very heart of everything we do and are committed to building and sustaining long-term relationships based on trust, superior service and the quality of our initial and ongoing advice.
This is designed to help you make informed and intelligent financial decisions, both now and in the future as your circumstances change. We hold regular review meetings to ensure your decisions remain appropriate and continue to meet your objectives and provide you with access to regular communications.
We help individuals in various stages of life, and with widely differing financial resources, and do not provide off-the-shelf solutions.
Our experience is that every client has their own personal concerns, responsibilities and ambitions, and that the solutions that work for one simply would not work for another. This has enabled us to build exceptionally strong and lasting relationships with our clients, who appreciate a source of trusted advice as their financial needs and priorities evolve over time.
We provide financial advice to both individuals and companies on all aspects of financial planning by ensuring we fully understand our clients’ needs, wants and aspirations, enabling us to provide timely and appropriate advice.
Our expertise encompasses the broad spectrum of financial planning for both individual and business clients, including:
- Investment Planning: Building and preserving capital, Portfolio management, *Trust & Estate planning.
- Retirement Planning.
- Protection, including Life, Income & Critical Illness insurance.
For more information, please contact me on 01277 625564 or visit our website at http://www.chelmerwealthmanagement.co.uk
*Trusts and commercial lending are not regulated by the Financial Conduct Authority.