GET TO KNOW US

At Ubuntu Wealth Management, we are dedicated to helping our clients achieve the financial future they deserve. We know there’s no set rule to wealth management, which is why we’ll take the time to understand your circumstances and develop a plan to suit you.

What Ubuntu Stands For?

Ubuntu embodies the ideas of connection, community and mutual caring for all. That means we believe that by building a close relationship and working together as a unit, we can help you reach your personal and financial goals.

Ubuntu means looking after the tribe and local community. We practice this ideology both within our own team and with our clients, so we can help ensure that their individual goals and ambitions are met. If you want to make the most out of your money, or manage your wealth so you can provide for future generations, we are able to help. With Ubuntu, your success is our success.

Our Approach

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Get to Know You

We may all want to make our money work harder for us, but how this is achieved is different for everyone. We’ll take the time to understand your requirements and work with you throughout the entire process. Whatever your circumstances, we can help.

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Provide a Solution

Using our extensive wealth management expertise, we’ll analyse your current situation and put together a series of options that we believe will enable you to reach your goals. We’ll then present you with our findings before putting our plans in motion.

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Monitor & Adapt

There is no quick fix when it comes to effective wealth management. That’s why we’ll keep in regular contact with you and continuously monitor your strategies. This ensures that your finances will always be working for you in the most efficient way possible.

Meet the Team

Reviews and Ratings for Financial adviser Garnet Ronander, Crewe

Garnet Ronander

Principal of Ubuntu Wealth Management & Adviser

With extensive experience in all areas of financial planning, Garnet assists individuals and corporate clients in achieving their financial goals.

Garnet has achieved Fellowship of the Personal Finance Society (the highest qualification awarded by the Chartered Insurance Institute), is a member of the Society of Later Life Advisers and has also been awarded the prestigious title of ‘Chartered Financial Planner’.

This puts Garnet amongst the highest calibre in his profession and ensures his clients can rest easy knowing they’re in safe hands.

Harry Roache

FINANCIAL ADVISER

Harry helps individuals as well as business owners achieve their financial goals and aspirations, and is well-known for developing and maintaining long-term relationships with clients.

Reviews and Ratings for Financial adviser Harry Roache, Crewe

Chauntelle Hope

OPERATIONS MANAGER

Overall responsibility for the management of the Practice, Business Planning, Information and coordinating strategy.

Jennifer Johnson

BUSSINESS & MORTGAGE ADMINISTRATOR

Provides dedicated mortgage, trust, and administrative support for the Practice’s day-to-day operations.

Katie Horne

OFFICE ADMINISTRATOR

Provides dedicated mortgage, trust, and administrative support for the Practice’s day-to-day operations.

Karen Dickenson

CLIENT LIAISON COORDINATOR

Provides administrative support to the practice and ensures compliance with all regulatory, GDPR, and legislative requirements. Karen is also responsible for client liaison and appointment scheduling.

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Our Home

We’re proud to be based in Northwich and serve the local community. We believe it is our duty to work together to enable everybody to make the most of their money and help achieve the financial future they deserve.

Because we believe in building lasting professional relationships, we aim to meet our clients face-to-face on a regular basis. We’re also contactable whenever you need us via phone or email or at our office.

By working with Ubuntu Wealth Management, you can be confident you are receiving the highest quality of service, complete with effective and reliable financial planning advice. This provides peace of mind that everything is taken care of.