Company Information

Get to know Chartered Wealth Management (CWM)

Founded in 2001, Chartered Wealth Management is an independent, fee-based financial planning practice based in South Africa. The company's mission is to help clients, particularly those approaching or in retirement, to live their best possible lives with the money they have. They employ a "life planning" approach that integrates personal goals and well-being with financial strategy, focusing on investment management, retirement income planning, and estate planning. The firm is an authorized Financial Services Provider (FSP No. 6347).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Chartered Wealth Management (CWM)

United Kingdom

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.