Chamberlain Wealth Management

Chamberlain /’tʃeɪmbɘlɪn/n. 1 Officer managing a royal or noble household.  2 treasurer of a corporation etc. (Germanic: related to CHAMBER) O.E.D.

“There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don’t know. But there are also unknown unknowns. There are things we don’t know we don’t know.”

Donald Rumsfeld – United States Secretary of Defence. February 12 2002

Chamberlain Wealth Management is an independent fee-based Wealth Management practice.  We believe that our clients should be ultimately in control of their finances, which is why we operate on an advisory rather than discretionary management basis.

We believe that to devise the best possible investment strategy the client must understand and be involved with all stages of the planning process.  It necessarily follows that our recommendations for one client are unlikely to be identical to those for another.

Chamberlain’s commitment to our clients does not end with an investment recommendation.  We continually monitor the progress of your portfolio and our service extends to a range of key issues, such as:

Asset allocation

Investment risk management

Investment strategy

Tax structure

Liquidity maintenance

Tax Efficient Income planning

Retirement planning

Chamberlain are long standing advocates of the principle that the first goal of wealth management is wealth preservation. We aim to ensure that your accumulated wealth provides for you and the people around you, now and in the future.

Treating customers fairly – A culture, not a check list