About Craufurd Hale Wealth Management

What we do

CHWM Client Agreement retail Electronic Oct 2023

Data Protection Notice July 2023

Being independent and not being affiliated with any specific bank or insurance company, at Craufurd Hale Wealth Management, we have the advantage of being able to take a whole-of-market view of investments and the like. We work solely for our clients and put them first by working with market-leading portfolio platform providers with no bias to any provider.

Our approach to wealth management and financial planning is to find solutions that seek to offer the best value for money and we believe in investing the necessary time to research and create a bespoke portfolio, for those that want it, to help to achieve your objectives.

From the outset, and by employing a tried and tested step-by-step process, we will work closely with you to understand all your investment and financial planning requirements and then tailor our services to suit your specific needs.