Summary
A professional, independent, fee based Financial Adviser qualified to QCF Level 4.
Specialist in wealth management with over 6 years experience in providing investment and tax advice to high net worth individuals.
Wealth management & legacy planning, taxation, retirement planning and corporate protection
Specialist in wealth management with over 6 years experience in providing investment and tax advice to high net worth individuals.
Expertise
Wealth management & legacy planning, taxation, retirement planning and corporate protection
Experience
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Chartwell Financial Services
Independent Financial Adviser
2011 - CurrentChartwell Financial Services Limited is a firm of “fee based” Independent Financial Advisers based in Altrincham, Cheshire. We have been providing bespoke financial solutions to both personal and corporate clients since 1992. Over the years, Chartwell Corporate Solutions have built up an impressive portfolio of individual and corporate clients. Our reputation has been built up on providing first class professional service to our clients with the personal touch so often lacking in today’s business environment
Qualifications
Certificate for Financial Advisers, Diploma for Financial Advisers
Clubs and Associations
Member of the Institute for Financial Services
