John Satchwell
Owner and Senior Advisor at CHEWTON WEALTH MANAGEMENT LIMITED- Claim this Profile
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Bio
Experience
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Chewton Wealth Management Limited
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United Kingdom
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Financial Services
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1 - 100 Employee
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Owner and Senior Advisor
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2002 - Present
I am extremely proud of the fact that our clients are overwhelmingly clients for life. I love nurturing people and their money to grow - with trust, empathy and sound professional financial planning advice. This advice typically consists of Investment Planning, Retirement Planning, Inheritance Tax Planning, Protection Planning, and Intergenerational Wealth Planning. I have long term trusting relationships with my clients. This is based on very principled and professional, clear, reliable, informed and above all understandable Wealth Management advice. Establishing the right investment strategy for you is key to securing your own financial future and that of your family and future generations Inheritance tax • Gifts • Protection Planning • Later life planning • Estate Administration • Professional trustee services For advice and assistance in all aspects of financial planning, reach out to me at john.satchwell@sjpp.co.uk Show less
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Head of Business - Solent Area
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1995 - 2002
Tasked to recruit new partners and create a management structure around supporting them. We started with a blank canvas and built a tremendous structure that gave Wealth management companies the chance to be “part of something bigger.” I was privileged to mentor many companies which have since established themselves as leading Financial Advisory practices within their area. Along the way, I have picked up a few key learnings: Firstly, a determined focus on the fundamentals of the business is essential for success. One must not lose sight of those functions and results that simply have to be achieved. Secondly, to build a team around you that are as equally skilled and determined as you - albeit with diverse but complementary skill sets. Thirdly, always treat your staff, clients et cetera with honesty and respect and never ask someone to do something that you wouldn’t do yourself. These principles have formed the basis of my advice to new businesses, and have guided my decisions as a business owner myself. For advice and assistance in all aspects of Wealth Management, Financial Planning or Intergenerational Wealth advice, reach out to me at john.satchwell@sjpp.co.uk Show less
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American Express Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner
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1992 - 1995
This role gave me a grounding in the careful consideration needed within financial planning. I developed high quality tailored personal advice on all aspects of financial planning, advising clients of widely differing financial resources and of all ages. This role showed me that principled investments in a person's future works hard for all their family without putting security and retirement comfort at risk. This role gave me a grounding in the careful consideration needed within financial planning. I developed high quality tailored personal advice on all aspects of financial planning, advising clients of widely differing financial resources and of all ages. This role showed me that principled investments in a person's future works hard for all their family without putting security and retirement comfort at risk.
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Various Companies
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United States
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700 & Above Employee
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Quantity Surveyor
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1981 - 1991
I spent 10+ years working as a quantity surveyor and as a result, I have established many working relationships due, in part, to the insight and understanding that I have for their specific financial requirements – personal or corporate For advice and assistance in all aspects of Wealth Management and Financial Planning, particularly relating to the Quantity Surveying Industry, reach out to me at john.satchwell@sjpp.co.uk I spent 10+ years working as a quantity surveyor and as a result, I have established many working relationships due, in part, to the insight and understanding that I have for their specific financial requirements – personal or corporate For advice and assistance in all aspects of Wealth Management and Financial Planning, particularly relating to the Quantity Surveying Industry, reach out to me at john.satchwell@sjpp.co.uk
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