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Chartered Wealth Management

We are a firm of Chartered Wealth Managers based in London. We aim to provide you with the best advice, best service on pensions, investments, retirement planning and mortgages

We offer independent, face to face financial advice to both private clients and small to medium enterprises. Feel free to contact us to arrange an appointment or for more information.

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Investment Planning

We understand that everyone is different and at different stages in life, which is why we provide investment strategies that can be tailored to match your individual needs and circumstances.

Retirement Planning

The choices available to consumers are wide and varied and advice is essential at this key moment. Many of the options available once selected are irreversible such as the purchase of an annuity.

Pensions

Every hard worker dreams of a relaxed and secure retirement. Now that we’re living longer lives, retirements are rarely short-lived, which makes planning for your future as a retiree more important.

Customers reviews

A pension fund came to fruition and I wanted advice on how best to utilise the funds. Ray explained several options that were available and then advised me as to the best possible outcome for each. We then discussed the pros and cons and decided which option to go for. I would have no hesitation in recommending his services..​
BernadetteLondon
As I approached mid 60's with failing health and a disparate portfolio of assets I thought it was time to review where I was on my financial road and have a plan for the future. Ray completely appraised where I was and by setting goals gave me a number of options to go forwards with based on a risk reward profile that we jointly agreed suited me.
JohnSurrey
My situation with personal property, pensions and an Interest only mortgage was becoming too complex. I needed to understand what my best options were. Ray spoke at length with me to find out my full circumstances and gave me excellent advice which has helped me hugely. I am now fully aware what my retirement options are.​
SteveSurrey
Raymond gave me excellent advice, he explained clearly what I needed to do and what he would do. He has guided me every step of the way. I have been completely satisfied and continue to be. We meet regularly and I’m kept up to speed.
LindsayKent

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© 2018 JG Wealth Management Limited.
JGWealth.co.uk is a trading style of JG Wealth Management Limited is registered in Scotland no. 124010. JG Wealth Management Limited is authorised and regulated by the Financial Conduct Authority no. 165729. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.