Chrysalis Wealth Management

A guiding hand through all your financial needs 🫱🏽‍🫲🏾 Helping clients all over the UK🌎 Pensions, Savings & Investments 💸

[Chrysalis Wealth Management @chrys_wealth]

Chrysalis Wealth Management Limited is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Approver Quilter Financial Services Ltd 23/09/2025

[Chrysalis Wealth Management @chrys_wealth]

🎉 We’re 11 today 🎉

A huge thank you to all our amazing clients, advisers, team members, partners, family and friends who’ve been part of our journey so far - we truly couldn’t have done it without you!

Here’s to our next chapter, Happy Birthday to us 🍰

[Chrysalis Wealth Management @chrys_wealth]

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

🎊 Happy 13th Year Work Anniversary to our brilliant Financial Adviser, John!

🎉 Happy 8th Year Work Anniversary to our fantastic Administrator & member of the Dream Team, Karen!

[Chrysalis Wealth Management @chrys_wealth]

Join us in wishing our fantastic Financial Adviser, James, the happiest of birthdays! 🎉🥳

Happy 30th Birthday James, we hope you have an amazing day.

Enjoy celebrating your special day!🤩

Best Wishes,
The CWML Team x

[Chrysalis Wealth Management @chrys_wealth]

Two years. Two recognitions🥳
We’re delighted to celebrate our adviser, John Tucker, for being recognised as a Top Rated Adviser in the Financial Times VouchedFor guide.
After achieving this in 2025, it’s fantastic to see him recognised again this year.
Well done John!

[Chrysalis Wealth Management @chrys_wealth]

Join us in wishing the boss man a massive happy birthday🎉🥳

Happy 60th Birthday Darren!
We hope you have a fantastic day and enjoy celebrating your birthday year!🤩

Thank you for everything that you do for all of us, we really appreciate it.
@PlanningCrystal @crystalc_comm

[Chrysalis Wealth Management @chrys_wealth]

Today on International Women’s Day, we celebrate the incredible women who inspire us every day and we're proud to be surrounded by amazing women across our CWML, CCFPL & CCCL teams💕
@PlanningCrystal @crystalc_comm
#InternationalWomensDay #IWD2026 #WomenInFinance

[Chrysalis Wealth Management @chrys_wealth]

🔔January Blog Posts Now Live!🔔

Stay informed with our latest blog posts:
🦋Take Your First Step Towards Turning Your Goals Into A Reality!
🦋When To Review Your Life Cover

Available to read on our website for free.
Link in our bio🌍

#blogpost #contentalert #financialadvice

[Chrysalis Wealth Management @chrys_wealth]

Your goals, our guidance🦋Swipe through to see what our clients have to say about working with their Chrysalis adviser, John!
The value of pensions & investments can fall as well as rise & you can get back less than you invested.Approver Quilter Financial Services Ltd 22/01/2026

[Chrysalis Wealth Management @chrys_wealth]

🌟 Hello January 🌟

A brand new year is here, full of possibilities and fresh opportunities. We’re excited to continue growing, innovating and making 2026 a year to remember. Here’s to new adventures, new goals and new successes!

What is one of your goals for 2026?

[Chrysalis Wealth Management @chrys_wealth]

Merry Christmas from all of us at CWML, CCFPL & CWML!🎄

We hope you’re enjoying a wonderful day filled with happiness, warmth and time with your loved ones❤️

Hopefully Santa has been kind to you🎅

#merrychristmas #santa #happyholidays

[Chrysalis Wealth Management @chrys_wealth]

Join us in wishing our fantastic Paraplanner and member of the Dream team, Gemma the happiest of birthdays! 🎉🥳

Happy Birthday Gemma, we hope you have the best day.

Enjoy celebrating your special day!🤩

Best Wishes,
The CWML Team x

[Chrysalis Wealth Management @chrys_wealth]

🎅Festive Update- Head Office Closed🎅

Our Head Office is closed today as we come together for our annual staff Christmas celebration!

We will reopen on Monday 15th December 2025 for our usual hours of 9am–5pm.

Best Wishes,
The CWML, CCFPL, CCCL Teams x

[Chrysalis Wealth Management @chrys_wealth]

📰 Our Latest Newsletters Are Now Live!📰

Stay up to date with the latest insights:
📊Economic Review of November 2025
📊Property Market Review of November 2025

You can read our most recent newsletters on our website for free, link in our bio🌍

Happy reading!

#newsletter

[Chrysalis Wealth Management @chrys_wealth]

Last Thursday we were kindly invited to Quilter Cheviot’s annual reception at the beautiful Orelle in Birmingham! 🤩

It was such a lovely change of scenery (we were 24 stories up!) and the views were incredible.

A massive thank you to the QC team for the invite!

[Chrysalis Wealth Management @chrys_wealth]

🔔November Blog Posts Now Live!🔔

Stay informed with our latest blog posts:
🦋Company Year-End Approaching? Don’t Lose Out
🦋Getting a Bonus? Don't Lose It To The HMRC

Available to read on our website for free.
Link in our bio🌍

#blogpost #contentalert #financialadvice

[Chrysalis Wealth Management @chrys_wealth]

Meet the Team at Chrysalis Wealth Management Ltd (CWML)!🦋
Say hello to our Financial Consultant, James👋🏽

Get to know the faces behind CWML, who make it all happen! 🌟

Approver Quilter Financial Ltd November 2025.
#Meettheteam #wealthmanagement

[Chrysalis Wealth Management @chrys_wealth]

📰 Our Latest Newsletters Are Now Live!📰

Stay up to date with the latest insights:
📊Economic Review of October 2025
📊Property Market Review of October 2025

You can read our most recent newsletters on our website for free, link in our bio🌍

Happy reading!

#newsletter

[Chrysalis Wealth Management @chrys_wealth]

Join us in wishing our Head of Marketing & Admin, Lauren, the happiest of birthdays! 🎉🥳

Happy Birthday LB, we hope you have the best day.

Enjoy celebrating your special day!🤩

Best Wishes,
CCFPL & CWML Teams x

[Chrysalis Wealth Management @chrys_wealth]

Lest We Forget❤
This Remembrance Sunday, we wear our poppies and pause to honour the bravery and sacrifice of those who gave their lives in service.
And on Tuesday, on the 11th hour, of the 11th day, of the 11th month, we will remember them.
#LestWeForget #RemembranceSunday

[Chrysalis Wealth Management @chrys_wealth]

We had the lovely Lorraine & Nathan from Royal London join us last Thursday for an IHT & Trust workshop🌟

It was an incredibly valuable session with lots of insights and engaging discussions-thank you both for sharing your expertise with us! 💜

#everydayisaschoolday