Chartered Wealth Management is an independent Wealth Management and Financial Planning consultancy firm based in Manchester and London. We work with individuals, families, trustees and corporate entities throughout the UK. We have a team of Chartered Financial Planners & Wealth Managers meaning that our clients enjoy the peace of mind of knowing that they are receiving advice from a team that have achieved the gold status in the industry. CWM has been built on the philosophy of “Trust in Excellence”. This has been reinforced by delivering outstanding service to our clients and their families in an environment based on mutual respect and trust.
View Top Employees from Chartered Wealth Management (CWM)Website | https://www.charteredwealthmanagement.co.uk |
Revenue | $2 million |
Employees | 23 (23 on RocketReach) |
Founded | 2009 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 32 Million |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies |
Looking for a particular Chartered Wealth Management (CWM) employee's phone or email?
The Chartered Wealth Management (CWM) annual revenue was $2 million in 2024.
FPFS Mark Stanbury is the Founding Director of Chartered Wealth Management (CWM).
23 people are employed at Chartered Wealth Management (CWM).
The NAICS codes for Chartered Wealth Management (CWM) are [52, 5239, 523, 52399].
The SIC codes for Chartered Wealth Management (CWM) are [628, 62].