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TA - Taunton

Chetwood Wealth
    Management Ltd


Independent Financial Advisers in Wellington, Somerset

Chetwood Wealth Management Ltd
Independent Financial Advisors in Wellington, Somerset
Address: 60 High Street, Wellington, Somerset, TA21 8RD
Telephone: 01823 666 809
Fax: 01823 666 552
E-mail: info@chetwoodwm.co.uk
Visit our Web Site: www.chetwoodwm.co.uk

Contact: Falon Counsell

General Information

A Successful Investment Experience

At Chetwood Wealth Management we aim to deliver a successful investment experience for our clients, based on an in-depth appreciation of individual needs and expectations coupled with a thorough understanding of investment funds and strategies.

We pride ourselves on the very high standard of personal attention and service that we achieve, and the strong and lasting relationships this engenders.

We have been advising our clients on their financial affairs for more than 25 years. This level of experience brings a considerable insight into the challenges of the global financial markets and the diversity of products available. We are able to offer our clients a personal level of service, based on their individual circumstances and aspirations.

Balancing Risk and Reward

Rewards reflect the risk that investors are prepared to take. The secret to successful investing is therefore the balancing of necessary risks that are likely to lead to reward, while avoiding risks that are not worth taking. Our process is defined by this philosophy.

  • We first identify the appropriate client risk profile, taking into account the individual needs, wider commitments and aspirations using a risk-profiling questionnaire to start this active discussion and establish a solid foundation for the rest of the process.


  • We review each client’s position at least once a year to reassess their risk profile, change in circumstances and their funds under management.


  • Building upon this personal commitment, we have evolved a system to update our clients on a quarterly basis.


  • We then turn to advising on the appropriate investments through asset allocation and investment fund due diligence.
Our experienced, intelligent approach, proven pedigree and genuine interest in the success of our clients investments are just some of the reasons so many people trust Chetwood Wealth Management Ltd with their financial future.


Chetwood Wealth Management Ltd. Financial Management Consultants is authorised and regulated by the Financial Conduct Authority.

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