Charnwood Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Charnwood Wealth Management has a simple but effective philosophy which is, "to offer a bespoke service to clients using a holistic approach that enables us to fully understand the needs and objectives of our clients"
Although this philosophy sounds simple it is far more difficult to implement as the potential solutions over the years have become far more complex and require a high level of expertise and knowledge.
We asked Linda Moss DipPFS the Director of Charnwood Wealth Management to explain why she believes in this philosophy;
"I have over 25 years experience of dealing with clients whose needs range from building and protecting their assets & estates to the investments of multi million pound trusts*. No matter what the client’s needs, one thing remains constant; they want to be understood and respected what ever level of advice they are seeking. Furthermore they want to understand in plain English the recommendations being made to them by someone they can trust"
"I established some time ago that this level of bespoke service could only be offered if I had control of my own Practice. Therefore in 2007 I set up my own Practice enabling me to agree truly bespoke service charters and standards directly with my clients. This allows me to review each client’s personal financial situations with clarity and focus. To further complement our client-focused philosophy we recognised that joining St. James's Place Wealth Management would provide the right technical and service backup needed to fully fulfil the needs of our clients.”
Charnwood Wealth Management would be delighted to engage with new clients who are looking to have their financial affairs dealt with in this bespoke and engaging manner. If you would like to arrange an initial meeting, please complete the enquiry form on this site or call to book a no-obligation appointment.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
*Trusts are not regulated by the Financial Authority.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Charnwood Wealth Management Ltd is registered in England and Wales, Number 08620537. Registered Office: Sterling House, Lichfield Street, Tamworth, Staffordshire, B79 7QF.