Simon Chatterton | Chartered FCSI
I specialise in establishing and managing investments for trusts and work closely with trustees to ensure the best outcome for all beneficiaries. I have a keen desire to understand family relationships, their requirements, and values to help grow wealth across generations.
I also provide investment solutions for private and corporate clients, as well as pensions. I am a Chartered Wealth Manager with over twenty years’ experience and served as president of the Manchester CISI committee from 2010 to 2012, believing strongly in the development of others in the industry.
Simon Chatterton | Chartered FCSI
Chartered Wealth Manager
Partner
I specialise in establishing and managing investments for trusts and work closely with trustees to ensure the best outcome for all beneficiaries. I have a keen desire to understand family relationships, their requirements, and values to help grow wealth across generations.
I also provide investment solutions for private and corporate clients, as well as pensions. I am a Chartered Wealth Manager with over twenty years’ experience and served as president of the Manchester CISI committee from 2010 to 2012, believing strongly in the development of others in the industry.