Company Information

Get to know Wendell Charles Wealth Management

Wendell Charles Wealth Management is an independent, Chartered Financial Planning firm based in Cheshire, UK. As an Appointed Representative and Senior Partner Practice of St. James's Place Wealth Management, the company focuses on building long-term relationships with clients to help them achieve their financial and lifestyle goals. Their services include comprehensive wealth management, retirement planning, investment management, and estate planning, delivered with a focus on clear, professional, and personalised financial advice.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wendell Charles Wealth Management

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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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.