Your Financial Wellbeing
Choosing your financial planner is one of the most important decisions you will make — it’s all about your financial future.
How we work with our clients.
Who We Are
MCHB Wealth Management Ltd are Chartered Financial Planners and are proud to provide independent financial advice to both private and corporate clients.
We were awarded Chartered Financial Planner status in 2016 by the Chartered Insurance Institute (CII). This is considered the profession's gold standard for financial planning companies.
It involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code
When you use a Chartered firm you are dealing with proven professionals. Whilst Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Transactional Services
In certain circumstances we may believe an ongoing service is not appropriate or suitable for your needs. We may recommend a Transactional service as being more appropriate. The initial fee would still be calculated as before for implementing a plan or setting up a future product. Under our Transactional Service we would typically charge an hourly rate for any work undertaken. In these circumstances we will advise you of the service and costs in advance of undertaking any work. Our hourly rate for any ongoing work would be £250 for a Financial Planner and £100 for an Administrator. For more information, please speak to your adviser.
Our Advice Process Explained
Contact us
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