From: Pat Hills

"I am so grateful to Chartered Wealth Management for the manner in which they have handled my finances. Their sound advice and prudent planning has spoken for itself in that my investments have grown extensively, current credit crunch understandably excluded, to my delight. I have dealt mostly with David Spencer who I have found to be a most patient individual in dealing with someone like myself who has little understanding of the financial world and its complexities. He has always explained everything fully to me in a most relaxed and comprehensive manner. He has shared in the triumphs of our investments when they succeed and reassured me during the recession. I trust him implicitly. What I particularly like about Chartered Wealth Management is its professionalism, its integrity and the contagious enthusiasm and passion by its team to give its clients the best deal possible with the very best return. There are no shortcuts here. The advisers are thorough and competitive and they clearly keep up to date with the money market in order to deliver the best possible service to their clients. They know what is happening, or about to happen, in the market before you do. And they act promptly with their advice at every opportunity. I feel privileged to have been taken on board by Chartered Wealth Management. Its title speaks volumes. I know my financial future and security is safe in their hands".

From: Barrie Renshaw

“The commercial banks failure to offer support and advice when the crash came confirmed to me that they were only there “for the good times”. Thank goodness Chartered Wealth Management were on hand for me, to prevent the sinking ship that the financial world had become from going under. I cannot recommend their services highly enough”.

From: Dr Ojha (and family)

"Mark Stanbury is a pleasant and approachable person, who has a wealth of knowledge & expertise in financial management. He is always available to advise us on any financial matters and we as a family are very happy with the service we receive from him. He has always been very helpful and more recently his advice has enabled us to minimise any losses incurred during this financial crisis. His work in ensuring that we have made provisions for the future is valuable to us. He always makes us feel looked after and nothing is too much trouble for him. He is a trustworthy individual and we would not hesitate to recommend his services to other friends & family".

From: Nancie Salt J.P

"Steven Hall has been advising me financially for over 8 years. I have always found him to be a perfect gentleman - very easy to talk to, very caring and reliable. He has always done his best to understand my problems and find solutions. Steven explains things in a very easy-to-understand manner. His honesty and knowledge of the financial world has been a great help and comfort to me. I have no hesitation in recommending Steven Hall as an excellent financial adviser".

From: Duncan Rossall

“A First class service driven by a team of dedicated and friendly people. Our investments have grown rapidly during our time with CWM. I would recommend them to anyone”.

From: Helene and Mark Lees

"CWM are a group of Advisers who actually know what they are talking about and have your interests at the forefront of their minds, excellent service, I have recommended them to all my friends and family who need there guidance."

From: Audrey and Kenneth Bennett

"We have always been very satisfied with the service and advice given by Steven Hall,
A first class and excellent adviser."

From: Joyce and Roy Maycock

"We have dealt with Steven Hall many years before CWM was formed, we have absolute great faith and trust in his friendship, and his advice is always 1st class."

From: Garry Goulbourne

"In these times of difficulty, I feel it’s hard to find people you can completely trust, but with CWM Ltd I feel I have found a company with great integrity."

From: Julian Donald

"I am very happy with the friendly, efficient and professional service received from CWM."

From: George Sedgwick

"Does what it says on the tin."

From: Richard Dinnis

"I have always found CWM to be a knowledgeable and reliable service, with great expertise and know how."

From: Eric Beesley

"Thanks for all the advice you have given me financial and personal, also your willingness to go that extra mile that goes to say a lot about CWM."

From E H Derbyshire

“This is my recommendation for Mr Steven Hall.
He is a thoroughly honest, hard working young man with integrity and the best interest of his clients at heart.
Steven has been responsible for all my finances for the last six years, and has my complete trust in his capabilities and loyalty.”

Professional Testimonial

From: Kate Oldfield, Managing Partner & Karen Witter, Partner, Davis Blank Furniss Solicitors

"We would have no hesitation in recommending Chartered Wealth Management to any client.  They are enthusiastic, knowledgeable and very approachable.  Chartered Wealth Management are capable of putting any potential investor, from the young and anxious, to the older and more experienced at their ease.  They offer an all round service and really do go that extra mile for their clients.  Their fees are also straightforward and transparent.  Our clients/Administrators speak very highly of them."