PRIVATE WEALTH

“Clearer charges, clearer services, more professional advice”

Launched in June 2006 by the Financial Services Authority (FSA), the Retail Distribution Review (RDR) has one ultimate aim: to improve the consumer experience of the financial services industry by simplifying the way products and advice are distributed. Two main levels of advice are now available. At one end of the spectrum firms can be “Independent” - offering clients advice and access to the whole of the market, whilst being remunerated in a way that is transparent and agreed by the consumer.  An alternative method is a “Restricted” service with limited products to be recommended.

Chetwood Wealth Management is committed to offering an “Independent” service and in order to achieve this, we have worked hard to develop our different:

  • Client Service Propositions
  • Fee options
  • Qualifications

Providing a clear service that clients can value, understand and appreciate is our core philosophy. This should in turn mean that our clients experience:

  • Increased confidence and trust in the advice they receive
  • Satisfaction that you know exactly what you are paying for
  • A higher level of technical expertise

Our regulator and RDR

This is how our regulators the Financial Conduct Authority describe RDR:

“The Retail Distribution Review (RDR) is a key part of our consumer protection strategy. It is establishing a resilient, effective and attractive retail investment market that consumers can have confidence in and trust at a time when they need more help and advice than ever with their retirement and investment planning.”

These changes came into effect on 31 December 2012 and apply to all advisers in the retail investment market, regardless of the type of firm they work for (banks, product providers, independent financial advisers, wealth managers, stockbrokers).”

 

External Fund Management Platform Access:

Select your platform below to login.

cofunds platform login

Old Mutual Wealth

Seven Investment Management platform login

For assistance or if you have any problems logging in please
click here.

©2011 Chetwood Wealth Management, all rights reserved. Terms of Use | Privacy Policy | Site Map