September 2020 brings with it my 30th anniversary in the financial services industry. When I graduated with a degree in geology more years ago than I care to remember, I somewhat mistakenly thought I had finished with studying and exams. How wrong you can be! That said, I can confidently state that the significant investment of both time and money, to reach Chartered Financial Planner and Trust and Estate Practitioner status, as well as a commitment to lifelong learning, in an attempt to keep ahead of the curve, has been well worthwhile. 

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Although Chetwood Private Wealth is a relatively new firm, its ethos, principles, and process have been developed over the last three decades and will continue to evolve. The modest success to date of CPW is the culmination of experience gained over the long term, the dedication of the small team who have joined me for this most exciting of journeys, and most importantly with the humbling loyalty, good humour and support of our clients.

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When not working on or in our business, Louise and I derive great pleasure from assisting and watching our two sons develop their own way in the world. Otherwise, we will be supporting Exeter Chiefs, enjoying fine food and wine with family and friends, trying to keep fit and walking our dogs in the fabulous Devonshire countryside or coastline. I’m also a trustee of the Baton charity and try to help and support their fabulous work whenever possible.