Chrysalis Wealth Management

Chrysalis Wealth Management 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 23/09/2025

This month marks 2 milestones for 2 members of our CWML team! 🌟Happy 11th Year Work Anniversary to our brilliant Parapla...
12/09/2026

This month marks 2 milestones for 2 members of our CWML team! 🌟

Happy 11th Year Work Anniversary to our brilliant Paraplanner, Gemma & Director, Darren!🥳

Here’s to celebrating the great service that you’ve provided to our clients over the years. Thank you for being such an invaluable part of our team! ✨

Something to think about... 💭Our latest blog explores 'Could Whole of Life Insurance Help Protect Your Family?'You can f...
10/09/2026

Something to think about... 💭

Our latest blog explores 'Could Whole of Life Insurance Help Protect Your Family?'

You can find the full blog on our website - link in our bio 🔗

Something to think about... 💭Our latest blog explores 'Could Your Pension Become Part of Your Inheritance Tax Bill?'.You...
03/09/2026

Something to think about... 💭

Our latest blog explores 'Could Your Pension Become Part of Your Inheritance Tax Bill?'.

You can find the full blog on our website - link in our bio 🔗

Behind every review is a story📚A retirement dream. A new chapter. A financial decision. A question that needed answering...
30/08/2026

Behind every review is a story📚
A retirement dream. A new chapter. A financial decision. A question that needed answering.

Every client comes to us with their own goals and circumstances and it’s a privilege to be trusted to support them along the way.

Swipe through to read their stories, we’ll let our clients do the talking…👀

Approver Quilter Financial Limited August 2026.

Trying to find the perfect time to invest can feel like the smart move but even professionals rarely get it right consis...
28/08/2026

Trying to find the perfect time to invest can feel like the smart move but even professionals rarely get it right consistently ⏱️

This is because timing the market is incredibly difficult. It’s often not about waiting for the ‘perfect moment’, it’s about staying invested over time.

Long-term growth usually comes from consistency, not perfect timing.

Approver Quilter Financial Limited May 2026.

Putting all your eggs in one basket can often feel like the more straightforward option, but it may leave your portfolio...
26/08/2026

Putting all your eggs in one basket can often feel like the more straightforward option, but it may leave your portfolio exposed to more risk than you realise!⚠️

Diversification helps spread that risk across your investments, helping you build a more balanced and confident approach over the longer term.

Time to hatch a better plan? Get in touch📞

Approver Quilter Financial Limited May 2026.

Not sure how pensions actually work? 😕 You’re definitely not alone.In fact, 10.7 million UK adults say they’re too confu...
24/08/2026

Not sure how pensions actually work? 😕 You’re definitely not alone.

In fact, 10.7 million UK adults say they’re too confused or too busy to think about their pension. The good news? It doesn’t have to be complicated.

Here’s a simpler way to think about it:
🦋You pay money in.
🦋 Your money is invested.
🦋 Over time, it has the potential to grow.

The key is giving it time, because the earlier you start, the more opportunity your money has to grow and getting to grips with the basics is a great place to start!

Part of our job is to make sure you understand the process and what’s happening with your pension. We’re here to support you 🙂

Source:
https://maps.org.uk/en/media-centre/press-releases/2025/nearly-eleven-million-uk-adults-are-too-busy-or-confused-to-think-about-their-pension?

The value of pensions and investments can fall as well as rise and you can get back less than you invested. Approver Quilter Financial Limited March 2026.

Financial planning is about more than just investments and pensions…it's about building a trusted relationship with some...
22/08/2026

Financial planning is about more than just investments and pensions…it's about building a trusted relationship with someone who understands your goals and is there to support you every step of the way🫱🏼‍🫲🏼

Whether it's retirement planning, inheritance tax planning or connecting clients with other specialists, we are committed to helping clients make informed decisions with confidence.

Are you looking for a financial adviser like this?
☎️03333 449321

Thank you Phil for taking the time to share this fantastic review😊

Approver Quilter Financial Limited August 2026.

What is a SIPP?🤷🏼‍♂️A Self Invested Personal Pension (SIPP) gives you greater control over how your pension is invested....
20/08/2026

What is a SIPP?🤷🏼‍♂️

A Self Invested Personal Pension (SIPP) gives you greater control over how your pension is invested. Unlike standard pensions, SIPPs offer a wide range of investment options, from shares and funds to commercial property.

🐷More flexibility.
🐷Wider investment choice.
🐷Greater control over your future.

However, with this control comes responsibility. SIPPs require active management, investment knowledge and may involve higher charges.

⚠️ They’re not suitable for everyone - which is why it is always important to speak to a financial adviser to assess your individual circumstances.

Approver Quilter Financial Limited March 2026.

When was the last time you reviewed your pension?🤔Can’t remember? You’re definitely not alone.Life changes- new jobs, ne...
18/08/2026

When was the last time you reviewed your pension?🤔
Can’t remember? You’re definitely not alone.

Life changes- new jobs, new plans, growing families, or even a change in lifestyle. Your pension should keep up with you and your goals.

Even a small check-in can make a big difference to your future🌟

💡Tip: Start by checking what pensions you have and how much is in each. Even a quick review can help you feel more in control of your future.

Approver Quilter Financial Limited March 2026.

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

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