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VerifiedFinancial Services· Founded 2000

Chapel Wealth Management

We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on retirement planning, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. Chapel Wealth Management Group Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Chapel Wealth Management is a trading name of Chapel Wealth Management Group Ltd SJP Approved 13/04/2023

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Employees20(11 to 50)Founded year2000Websitechapel-wealth.co.ukLinkedIn profileLinkedIn

Verified contacts

19

available on Kipplo

LinkedIn employees

20

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

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0

tools in use

Monthly traffic

organic / mo

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Top roles at Chapel Wealth Management

12 distinct titles indexed · top 10 shown.

  • 5financial adviser
  • 2financial advisor
  • 1client relationship manager
  • 1client support specialist
  • 1financial planner
  • 1managing director chapel wealth management group ltd, partner practice of st james's place
  • 1office coordinator
  • 1operations & marketing manager
  • 1senior paraplanner
  • 1team lead - client support specialist
  • +2more titles

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