Meet the Chewton Wealth Management team

Client satisfaction is not just about getting sound, sensible and appropriate financial advice, it is also about working with an organisation that delivers year on year genuine service and support, and really does care about the client.

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John Satchwell

Managing Director

I began my career in financial services in 1992 with Acuma as a financial planner. Prior to joining the industry, I spent 15 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. I am committed to ensuring that my knowledge remains current, this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

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Sam Satchwell

Wealth Manager

In 2013 I joined Les Roches International School in Switzerland, and spent the next 3 years studying towards my degree in hospitality and event management. This involved working in both the UK and Europe. In 2017, I joined the St. James’s Place Next Generation Academy as the starting point in building my career as an adviser, and in October 2018 successfully graduated from the academy and achieved my level 4 Diploma in Regulated Financial Planning. Now as an established adviser, I provide ongoing advice to existing clients as well as introducing new clients to the Practice.

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Paul Cooke

Wealth Manager

I began my career in Financial Services over 30 years ago initially joining Prudential where I spent 20+ years working across the Life & Pensions business. I later moved to a Global outsourcing business, where I had Board responsibility for the service delivery to the Financial and Professional Services clients across Europe, Middle East, and Africa.

 

I am committed to building long term relationships and financial solutions through a bespoke service to my clients and their families.

 

For my clients that are also business owners, I understand the day-to-day challenges of juggling the demands of building growth whilst delivering a profitable first-class service. Ensuring solutions are tailored to your business and personal needs.

For advice and assistance is all aspects of financial planning, call us on 01329 283311 or request a callback:

    Meet the Support Specialists

    Chewton Wealth Management is comprised of a team of individuals who all share a deep commitment to supporting our clients. Our industry expects the highest standards, which is why we fully support and encourage the ongoing development and training of all team members.

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    Kaileah Chapman

    Head of Operations

    Kaileah joined us in 2017 having gained over 16 years’ experience in financial services both as a Paraplanner and Administration Manager. Kaileah has overall responsibility for the day to day running of Chewton Wealth Management whilst supporting John in the development of the Practice.

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    Annabelle McDowell

    Client Investment Co-ordinator

    Annabelle joined the Practice in 2015 having spent the previous 10 years working in a variety of roles, specifically marketing and event management. Annabelle now works closely alongside the advisers and undertakes a variety of administration, paraplanning and compliance responsibilities.

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    Cassie Cude

    Client Service Co-ordinator

    Cassie joined the Practice in 2022 having spent the previous 6 years working for a reputable Solicitors firm supporting the Partners in the day to day running of the firm. Cassie works alongside the Wealth Managers and existing support staff to assist our practice in delivering first class and professional client service.

    For advice and assistance in all aspects of financial planning, reach out to us now.