About Charnock & Adlington
Who We Are
Charnock & Adlington Wealth Planning Limited, founded by trusted advisor Steven Sasimowicz, is a wealth management firm dedicated to helping clients achieve their financial goals through personalised planning and expert advice.
Our Story
Established on a legacy of Financial Excellence
Established Expertise
Our founder has been working in the financial services industry for over two decades. With a reputation for excellence and integrity, he has now established Charnock & Adlington to continue this legacy.
Client-Centered Approach
We believe in building long-term relationships with our clients, understanding their unique needs and goals to provide tailored financial solutions.
Industry Recognition
Our commitment to excellence has been recognized with numerous industry awards, reflecting our dedication to providing the highest quality service.
Forward-Thinking
Working with a principal firm in Sandringham allows support in different ways, including the ability to stay ahead of market trends and regulatory changes.
Our Values
At Charnock & Adlington, our values guide everything we do. They reflect our commitment to our clients and our dedication to excellence.
Integrity
We uphold the highest ethical standards in all our interactions, ensuring transparency and honesty in everything we do.
Excellence
We strive for excellence in all aspects of our service, continuously improving to deliver the best possible outcomes for our clients.
Client Focus
Our clients are at the center of everything we do. We listen, understand, and tailor our services to meet their unique needs.
Our Team
Meet the experienced professionals behind Charnock & Adlington Wealth Planning. Our team brings decades of combined expertise to help you achieve your financial goals.
Steven Sasimowicz
Advisor, Founder & Managing Director
With over 22 years of experience in wealth management, Steven leads our team with vision and expertise.
Gemma Sasimowicz
Managing Director
Gemma's strategic insight and focus on quality improvement, refined over two decades in the Education Sector, have been instrumental in our firm's success and growth.
Sophie Cockcroft
Administrator
Sophie's attention to detail and organisational skills keep the practice running smoothly. She plays a key role supporting clients, and the team, by managing communications, scheduling appointments and maintaining accurate records.
Andrew Redford
Paraplanner
Andrew has over three decades of experience in financial services. He brings extensive expertise, refined strategies, and a proven commitment towards achieving financial goals with confidence and care.
Our Logo
At the heart of our logo is a triangle - a symbol widely recognized in financial planning for representing stability, structure, and balance. Just as a triangle’s geometric form provides a solid foundation, it reflects our approach to building resilient and well-rounded financial strategies.
- Earn - Generating income
- Save - Managing and preserving wealth through budgeting
- Invest - Growing wealth over time
