A family run business, Kris & Alexandra are the first married couple in the history of the Chartered Insurance Institute (CII) to attain Chartered Financial Planner Status at the same time.
With a combined 30 years’ experience, Alexandra & Kris have worked at some of the most prestigious companies regionally and within the UK. They have taken this knowledge and experience and established their own Wealth Management company with the vision of providing high class service and offering the very best advice.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 19 Strawberry Lane, Lichfield,ws14 9gr,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Financial Planning, Pensions, Retirement Income, IHT Planning, Tax efficient investing, Complex Pension Allowances, Family Wealth, Protection, High Net Worth, Private Clients, Business Owners, Bespoke Portfolios, Retirement Planning, Cash Flows.
- HQ
- Lichfield
Chapter House Wealth Management Ltd Questions
Chapter House Wealth Management Ltd's website is chapterhousewealthmanagement.co.uk
Chapter House Wealth Management Ltd's LinkedIn profile is https://uk.linkedin.com/company/chapter-house-wealth-management-ltd
Chapter House Wealth Management Ltd has
3 employees.
View email and phone details for 3
employees at Chapter House Wealth Management Ltd.
Chapter House Wealth Management Ltd's industry is
Financial Services
Chapter House Wealth Management Ltd's top competitors are
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Chapter House Wealth Management Ltd's categories are Financial Services
Chapter House Wealth Management Ltd's founding year is 2019
