Company

Chapter House Wealth Management Ltd

Financial Services Lichfield, Staffordshire, United Kingdom 3 employees

Employees: 3

chapterhousewealthmanagement.co.uk LinkedIn

Chapter House Wealth Management Ltd Overview

Headquarters: Lichfield, Staffordshire, United Kingdom
Website: chapterhousewealthmanagement.co.uk
Industry: Financial Services
Employees: 3
Founded: 2019
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary 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

About Chapter House Wealth Management Ltd

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.