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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4pm

Chrysalis Wealth Management

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Chrysalis Wealth Management

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A guiding hand through all your financial needs Chrysalis Wealth Management Limited, a company built around values, principles and trust.

Everything we do in business is centred on you - the customer - and your needs. We're committed to building face to face lasting relationships in a friendly manner where you're at the heart of everything we do. Our advisers are fully qualified to address all specialist areas of advice between them. These areas include -
* Savings and Investment Planning
* Retirement Planning
* Estate Planning

We currently cover the whole of the UK, with advisers based in; Derbyshire, Nottinghamshire, Lincolnshire, Newcastle-Under-Lyme, Stoke-on-Trent and Northern Ireland. Your Chrysalis Wealth adviser can meet you at a time and place that suits you. Whether this is at home, work or even our offices, during the day or in the evening, you can be at ease in discussing your personal situation and aspirations. In today's ever changing world we make a difference by listening and working together in providing a guiding hand through all your financial needs. Chrysalis Wealth Management Limited is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Estate Planning is not regulated by the Financial Conduct Authority. Approver Quilter Financial Services Ltd 25/09/2026

01/11/2026

A few kind words from our clients…✨

Whether it’s answering questions, explaining options, creating a plan or simply being there when clients need us, we’re here to make financial decisions feel clearer and more manageable.

A huge thank you to everyone who has taken the time to leave us a review - we truly appreciate your feedback. 💙

Approver Quilter Financial Limited August 2026.

28/10/2026

Even a witch couldn’t brew a better plan! 🧙‍♀️

At Chrysalis Wealth Management, we help you keep your money working its magic 🪄

From Pensions to Investments, Estate Planning and Inheritance Tax Planning, we create tailored financial plans designed to protect your wealth and help it grow.

With the right guidance, careful planning and a touch of strategy (no magic wand needed), your finances can be as powerful as any spell.

Get in touch today to start brewing your perfect financial plan🦋

The value of pensions and investments can fall as well as rise and you can get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change. Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority. Approver Quilter Financial Services Limited Sept 2025

27/10/2026

Everyone's financial goals are different and that's why taking the time to listen, explain the options clearly and provide advice that's tailored to each individual is so important⭐

We're delighted that our client now has the regular retirement income they were hoping for and feels confident about their financial future.

Thank you again for your kind words Lynda and for placing your trust in us🦋

Approver Quilter Financial Limited August 2026.

26/10/2026

Putting all your money in one place can leave you tangled in risk 🕷️

We know that investment markets will rise and fall. What we don’t know is exactly when the rises and falls will occur, by how much, or how long they will last. That’s why diversifying your investments is so important!

Diversification spreads your risk and helps creates a stronger safety net for your future- working towards both maximising your gains and minimising your losses📈

The value of investments can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited Sept 2025

24/10/2026

Don’t let your budget fly away from you! 🦇

Little expenses can creep away without you noticing and sometimes it can feel like your budget is slipping through your fingers.

Tracking your spending helps you keep your ‘bats’ under control, so you can save more for the future and stay on top of your finances.

Where do you bats fly off to each month?💭

Approver Quilter Financial Services Limited Sept 2025

22/10/2026

Understanding where you are today and where you want to be tomorrow…💭

A big part of financial planning is not just looking at numbers - it's understanding the people behind them, their goals, their ambitions and what they want their future to look like.

This lovely review highlights the importance of having a trusted adviser who takes the time to listen, explain your options clearly and helps you feel confident in the decisions that you are making.

Thank you so much for taking the time to share your experience with us, John, we really do appreciate it!

Well done James, another fantastic review🤩
Approver Quilter Financial Limited August 2026.

21/10/2026

Don’t let forgotten pensions haunt you! 🕯️
Old pensions are easy to forget… until retirement creeps up.

We often have people come to us for a review and suddenly remember old workplace pensions they didn’t even think they could do anything with.

Multiple jobs over the years can mean multiple pensions and without reviewing them, your retirement savings could be scattered and underperforming📉

We can help you track, review and consolidate your pensions so there are no spooky surprises later. Let’s make sure that your retirement is tidy and under control!🔐

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited Sept 2025

18/10/2026

Don’t be spooked by market volatility! 👻

Markets naturally rise and fall, and we know those numbers can look scary…

But a long-term strategy helps smooth out the bumps, so you don’t have to panic at every scare. Patience, diversification and sticking to your plan are key to keeping your investments on track, even during spooky swings💀

The value of investments can fall as well as rise and you can get back less than you invested. Approver Quilter Financial Services Limited Sept 2025

16/10/2026

⭐ Another fantastic review for our adviser, John ⭐

Thank you to David for sharing their experience and trusting us with their financial planning journey.

Helping clients make the most of their hard-earned savings and feel confident about their financial future is what it's all about.

Whether you're looking to grow your savings, plan for retirement or simply understand your options, we're here to provide clear, personalised advice every step of the way.

While investing can help your money grow over time, it’s important to remember that the value of investments can go down as well as up. Approver Quilter Financial Limited August 2026.

15/10/2026

Grow your retirement pot, just like a pumpkin! 🎃

Every pumpkin starts small and so does every pension. With a little care, attention and the right conditions - regular contributions, proper planning and the right strategy - your retirement pot can flourish over time!

We all need to start somewhere and the earlier you begin, the more your “pumpkin” has a chance to grow. Is your retirement pot getting the care it deserves?

Don’t wait for it to grow by itself, book a review today!📞

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited Sept 2025

Address

4 Street Georges House, Vernon Gate
Derby
DE11UQ

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4pm

Telephone

+443333449321

Website

http://chrysaliswealth.com/about-chrysalis-wealth-management

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