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.

John-Satchwell

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.

Sam-Satchwell

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.

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.

Kaileah-Chapman

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.

Annabelle-McDowell

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.

Louise-Upchurch

Louise Upchurch

Executive PA

Louise joined the Practice in 2019 having previously worked as a Senior Compliance Officer for 19 years and more recently has been working in Wealth Management. Louise covers a range of duties including client transactions, general client liaison and diary management supporting John.

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

Request a Brochure

and read from the comfort of your own home.

Alternatively download our brochure here.