Chartered Wealth Management

T: 0203 972 6202

Wealth Management

our financial services

Wealth Management

This is our passive wealth management service where we monitor, research and advise on existing investments.

The full service provides the following:

  • Office meetings only (meetings at clients homes incurs additional fees)
  • Annual financial review
  • Two six monthly valuations
  • Up to 6 free investment fund switches per annum
  • Free encashment service
  • Free withdrawal service
  • Access to “My Wealth Manager” service for a reduced monthly fee of £9.99 per month.
  • Quarterly newsletter by e mail only.

Cost of Service

This service is provided by a 1% annual fee of assets under management with a minimum of £500 per annum


Investment Amount On-going Adviser Charge
£50,000 £500 per annum


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