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.
We’ve been with this Devon financial adviser for nearly twenty years. Together we have navigated both calm and turbulent waters. It is comforting to know that our IFA is up-to-date with all the issues and is looking ahead on our behalf. We’re not looking to change.
Life financial planning. Understands your needs, full explanation of risk and benefits. Highly personable. Exceptional knowledge. simple explanation and regular reviews. Ongoing positive outcome. Reports are great. She is fully proactive. Would highly recommend.
Chadwick listen to your requirements and then offers a selection of options instead of pushing just one.
My wife and I have been Investors with Karen’s Company for more than 10 years that speaks for itself and have complete confidence in her prudent ability.
We have known Karen Cooper for over two years, we have find her and her Devon company very helpful in all matters in relation to investments and savings. We are very pleased with Chadwicks.
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.