Chelmer Wealth Management
Financial planning and wealth management advice for individuals, families and business owners in Essex and the South East
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-10
About Chelmer Wealth Management
Chelmer Wealth Management provides financial planning and wealth management advice, including retirement and pension planning, estate and inheritance tax planning, investment strategies, care fees planning and protection advice. It can refer clients to specialist providers for services such as wills, tax and legal advice.
Its clients include private individuals, high-net-worth clients, business owners, families and institutions. The firm describes its service as bespoke planning with ongoing reviews and portfolio access.
Clive established the business in 2019. Chelmer Wealth Management Ltd is registered in England and Wales and is headquartered in Billericay, with its listed address in Downham, Essex; it represents St. James's Place for advice on that group's wealth management products and services.
Product: Personal financial planning and wealth management advice, with referrals to specialist providers for additional services.
Jobs at Chelmer Wealth Management
Leadership
- Clive Roberts · DirectorSource: company website
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Analytics
- Google Tag ManagerMedium confidence
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