Why We Are Different
Traditionally, financial management companies have been transactional-led, meaning that they have a significant input in the early stages of product selection and purchase, but have less client contact beyond this point. Our approach is different.
At Chetwood Wealth Management Ltd our main proposition concentrates on managing clients’ portfolios. We refer to these clients as 'active' portfolio clients. Unlike the traditional approach, this involves taking an active role in the management of the portfolio, monitoring changes in the global financial markets and ensuring investments continue to meet a client’s objectives. This approach allows us to spend more time ensuring clients are happy and that their investments are working for them.
Our 'active' portfolio clients can expect:
every 3 months
quarterly newsletters, ensuring clients understand how we manage their money and the impact of the current economic environment
ensuring we understand and develop client’s goals and share information according to their investment experience
being transparent about fee options and the services clients will receive for their fee
Clients will sometimes approach us with a specific requirement or for one-off advice and so will not require our 'active' management service. Whether you require specific advice, our 'active' service or one of our additional services, you can be assured of the highest quality of care and attention at all times.
We offer four distinct service standards, depending on the funds that you hold under our management; they are:
The quality of our service remains equally high across each of these standards.