Company Information

Get to know Chalford Wealth

Chalford Wealth Management Ltd, trading as Chalford Wealth, is a firm of Chartered Financial Planners based in Gloucestershire, UK. The company was founded by experienced professionals aiming to deliver a highly personalised and client-focused service, distinguishing itself from larger, less personal institutions. Their mission is to build long-term client relationships by providing bespoke financial planning, investment management, retirement strategies, and estate planning tailored to individual goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Chalford Wealth

South Africa

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.