With offices in Dartmouth since 1981. Our priority is to get to know you and what makes you tick, not to tick boxes. Then we can really make a difference to your life.
We use the latest software, our professional acumen and our years of experience to help you.
Allow us to listen to you in confidence.To gather information during your initial meeting at our expense and we’ll deliver you first-class advice on every aspect of your finances. You’ll get regular reviews to ensure your goals and aspirations remain on track for your future.
We choose to be regulated in such a way as to protect our independence. That means we can source all things financial in Devon, for you, from across the whole market.
And we don’t believe in keeping you waiting all year to find out how your portfolio is doing, either. You will have free access to your own secure client website, which lets you see an instant snapshot of your financial position on your phone, computer or smart TV, wherever you are and whenever you like.
I needed a safe investment which could offer me a regular income. Karen has helped me to gain this income whilst also maintaining my savings. Always a prompt and reliable service.
Karen gave me a full and detailed range of options and got to know me before helping me to decide what type of investment would suit me best. She is really friendly and approachable to someone who knows nothing about financial investments.
Karen provided me with an in-depth review of my circumstances followed by a forward planning proposal to help consolidate my pension plans. Good service and communication.
Karen explained everything in a way that was easy to understand and was helpful and knowledgeable when we had any questions.
Karen helped me end my interest only mortgage and help set me up for the future in a clear and understanding way. The service was all that we could have asked for.
I have been a client of Chadwick Financial Management for seven years. Karen Cooper is an excellent advisor and looked after my portfolio, advising when and where my money should go to get the best results. I had regular meetings and updates regarding my Bonds, and Karen always kept in touch – I am a widow and I always felt in safe hands with Karen.