TESTIMONIALS

Image by Nick Morrison

Ian has been my and my wife’s financial advisor for more than 20 years. As my business has grown to become one of the global leaders in brand strategy, Ian has been by my side helping me to manage my finances that became ever more complex over time. His highly personal approach, together with the support of his team, have given me the confidence to put my trust in the way they have diligently managed my finances.

As I wind down my working life, I’m delighted to say that I am well set up for the future, and of course, will continue to take his wise advice and counsel.

Terry Tyrrell

Worldwide Chairman

Superunion 1986 - 2019

For over 20 years, Ian Scott and his team have rationalised my financial investments, established a coherent strategy and guided me and my family through the forever changing financial demands and needs of the various stages of our lives. This has been done with warmth, diligence and professionalism that has always been most reassuring.


PL Cornwall

Retired partner SW law firm

Fog and Nature
Image by Shifaaz shamoon

Penny and I have had the good fortune to be advised by Ian and Bryan for over 10 years now. During that time they've patiently educated us, and helped us to understand the financial decisions we're faced with, and given us the means to make those decisions. They've been sure to understand our needs and priorities, and to adapt as they change. The structure of our portfolio was established very early on, but the component parts have evolved over time, and its performance over the years has been very positive. Their support team is always prompt and helpful, and the investment analysis and infrastructure from within the Chetwood organisation is focused and up to date. All in all, a highly friendly and efficient team, backed up with real know-how and experience. 

Jonathan and Penny Harris

Company Directors

Exeter 

I was introduced to Ian Scott two years ago and in that time I have greatly appreciated his huge wealth of experience and practical advice in helping to re-arrange our financial affairs.  He has always given us clear and well thought out advice and is a pleasure to work with.

Ms. B

Investment Banker

London

Glass Buildings
Beautiful Landscape

My wife and I have ‘only’ known Ian for about 8 years.  He was recommended to us by a trusted and valued friend who had already known him for the previous 12 years.  She had mentioned him and his investment strategies on numerous occasions over a long period of time, so when I sold my business, he was my first port of call.

 

Since then, Ian and his team have become an integral part of our lives.  He has the ability to look at the big picture and provides a ‘one stop shop’ for anything financial.

As his children are slightly older than ours he has been very generous in sharing his personal experiences of the financial side of bringing them up, which has been a great help to us.

 

Throughout the Covid-19 period Ian and his colleagues at Chetwood Investment Management, have kept us informed with excellent weekly analysis and updates from the financial world. These informative reports are very useful in helping to understand the complicated world we live in.

 

Ian and his team have helped us understand the complex world of financial investments and has constructed our portfolio to work for us and our requirements.  As these requirements evolve he can be relied on to give considered, prudent advice on the best way to meet these changes. 

Mr & Mrs Falzon

Retired Company Directors

Ian has advised Jayne and I for over 20 years. We have always followed him when he has moved organisations and have on occasion gone to considerable lengths to track him down when past employers have attempted to prevent him from contacting us. Why? Because we have always found his advice to be thorough, well researched and clear and it is via this approach that he has consistently delivered good returns on our invested capital. He and his team are also a pleasure to deal with and I have never hesitated to recommend them to friends and colleagues (six so far and counting!)

Richard and Jayne Lucas

Image by Tobias Reich
Image by Maarten Deckers

CONTACT

CHETWOOD

PW

Chetwood Private Wealth
60 High Street
Wellington
Somerset
TA21 8RD

 

Tel: 01823 666 809
Fax: 01823 666 552
Email: info@chetwoodpw.co.uk

For any general inquiries, please fill in the following contact form:

Chetwood Private Wealth Ltd
is an appointed representative of Chetwood Wealth Management Ltd,
which is authorised and regulated by the Financial Conduct Authority.

Chetwood Private Wealth Ltd is a company
registered in England and Wales under company number 11597443
at registered address: 1, Colleton Crescent, Exeter EX2 4DG.

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