Chartered Wealth Solutions
Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement. It helps its clients do this by combining three fundamental processes - Firstly, planning their lives in retirement; secondly, planning their finances to meet their goals and thirdly, planning their investment strategies.
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Verified contacts
79
available on Kipplo
LinkedIn employees
79
51 to 200 range
Open roles
—
no listings
Distinct roles
41
indexed titles
Tech stack
3
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
79 contacts with verified email or phone · masked until revealed.
- CK
Courtney Kockjeu
Article Planner · Other
EmailPhone - BH
Barclay Hoar
Director · General Business & Management
EmailPhone - JC
James Carvalho
Director and Financial Planner · Finance & Accounting
EmailPhone - WP
Wendy Phaka
Head of Administration · Operations
EmailPhone - AD
Adele du Plessis
Client Relationship Manager · Customer/Client Service
EmailPhone - BM
Bridget Magubane
Client Relationship Manager · Customer/Client Service
EmailPhone - CD
Carmen de Goede
Client Relationship Manager · Customer/Client Service
EmailPhone - CW
Caroline Wilson Adams
Strategic Knowledge Custodian · General Business & Management
EmailPhone - CB
Chelsea Bleekers
Client Relationship Manager at Chartered Wealth Solutions · Other
EmailPhone
Showing 9 of 79 verified contacts
Top roles at Chartered Wealth Solutions
41 distinct titles indexed · top 10 shown.
- 13articled planner
- 9client relationship manager
- 6financial planning specialist
- 4associate planner
- 3certified financial planner
- 3financial planner
- 3para planner
- 2administrator
- 2managing director at chartered wealth solutions
- 1article planner
- +31more titles
Sign up to unlock all 79 contacts at Chartered Wealth Solutions
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Sign up to reveal 79 verified contacts at Chartered Wealth Solutions
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