CM
Charlotte Mc Knight-Burton
Client Relationship Manager at Chetwood Wealth Management
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Work Experience
Client Relationship Manager
Apr 2023 - Present · 1 years and 8 months
University of Bath - Centre for Sport, Exercise and Osteoarthritis Research Versus Arthritis
Centre Administrator
Sep 2020 - Apr 2023 · 2 years and 7 months
University of Bath
Executive Education Officer & Pa To Director Of Executive Education & Bath, London Campus
Sep 2016 - Aug 2020 · 3 years and 11 months
Company Details
At Chetwood Wealth Management Ltd our entire business philosophy is driven by our clients’ best interests. We work hard to deliver an open and transparent service that is valued and trusted. We have been awarded the prestigious Chartered Financial Planners designation by the Charted Insurance Institute (CII). This is the industries gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII. When you use a Chartered firm you are dealing with proven professionals. As Chartered Financial Planners it is crucial that we offer a high level of service that differentiates us from others. This high standard of client service allows us to respond to changes in circumstances as clients move through life and their priorities change. Our experienced, intelligent approach, proven pedigree and genuine interest in the success of our clients’ investments are just some of the reasons why so many people trust Chetwood Wealth Management Ltd with their financial future. It is because of this responsibility that client interests remain firmly at the heart of what we do.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services, Outsourcing of financial services and administration
HQ Location
Chetwood Wealth Management 60 High Street Wellington, Somerset TA21 8RD, GB
Keywords
Wealth ManagementInvestment and Pension adviceIndependanceInheritance Tax PlanningWhole of market adviceTrust PlanningModel Portfolio serviceOngoing relationships
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