Chetwood Wealth Management Revenue

Financial Services • Wellington, England, United Kingdom • 21-50 Employees

Chetwood Wealth Management revenue & valuation

Annual revenue	$2,395,540
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,700,000
Total funding	No funding

Key Contacts at Chetwood Wealth Management

Falon Alley

Operations Director

George Pendarves

Legal And Commercial Director

Joanne Reah

Technical Director

Mark Pendarves

Managing Director

Company overview

Headquarters	Chetwood Wealth Management, 60 High Street, Wellington, Somerset TA21 8RD, GB
Phone number	+441823666552
Website	chetwoodwm.co.uk
NAICS	52
SIC	628
Keywords	Wealth Management, Inheritance Tax Planning, Trust Planning, Independance, Investment And Pension Advice, Model Portfolio Service, Whole Of Market Advice, Ongoing Relationships
Employees	21-50
Socials

Chetwood Wealth Management Email Formats

Chetwood Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@chetwoodwm.co.uk), used 53.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@chetwoodwm.co.uk	53.3%
{first name}.{last name}	john.doe@chetwoodwm.co.uk	40%
{first initial}	j@chetwoodwm.co.uk	6.7%

About Chetwood Wealth Management

At Chetwood Wealth Management Ltd our entire business philosophy is driven by our clients’ best interests. We work hard to deliver an open and transparent service that is valued and trusted. We have been awarded the prestigious Chartered Financial Planners designation by the Charted Insurance Institute (CII). This is the industries gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII. When you use a Chartered firm you are dealing with proven professionals. As Chartered Financial Planners it is crucial that we offer a high level of service that differentiates us from others. This high standard of client service allows us to respond to changes in circumstances as clients move through life and their priorities change. Our experienced, intelligent approach, proven pedigree and genuine interest in the success of our clients’ investments are just some of the reasons why so many people trust Chetwood Wealth Management Ltd with their financial future. It is because of this responsibility that client interests remain firmly at the heart of what we do.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Chetwood Wealth Management has 14 employees across 7 departments.

Departments

Number of employees

Funding Data

Chetwood Wealth Management has never raised funding before.

Chetwood Wealth Management Tech Stack

Discover the technologies and tools that power Chetwood Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Frequently asked questions

Chetwood Wealth Management is located in Wellington, England, GB.

You can reach Chetwood Wealth Management at +441823666552.

Chetwood Wealth Management generates an estimated annual revenue of $2,395,540. This revenue figure reflects the company's market position and business performance in its industry.

Chetwood Wealth Management has an estimated valuation of $7,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Chetwood Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.