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Chadwick Financial Management / Independent Financial Advisers

01803 834440   discover@chadfinman.com

Important Update on COVID-19

  Client Communication on COVID-19: Thanks to blanket coverage of the spread of COVID-19, you’ll be aware that the situation is changing daily. Right now, everything is business as usual for us. As you’d expect, we have a well-rehearsed business continuity plans if the situation calls for it. For context, this includes the ability for […]

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Our guide to Lifetime Mortgages

Have you heard about the lifetime mortgage?   A lifetime mortgage is a form of equity release from the capital you have built up in your home. In essence, it’s a long-term loan secured against your property. The video below gives you some more information into just what a Lifetime Mortgage is.       […]

Proud to still be VouchedFor in 2019

  Thank you to my clients for taking the time to review me on Vouchedfor. It means so much to be granted this Certificate of Excellence for 2018.

Proud to be VouchedFor

  Thank you to my clients for taking the time to review me on Vouchedfor. It means so much to be granted this Certificate of Excellence for 2017.

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Chadwick Financial Management is a trading style of Yorke Finance Ltd, which is authorised & regulated by the Financial Conduct Authority 756100

Company registered in England and Wales no. 06005593

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY LOANS SECURED ON YOUR PROPERTY. A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN, WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE. PENSIONS ARE NOT NORMALLY ACCESSIBLE UNTIL AGE 55. YOUR PENSION INCOME COULD ALSO BE AFFECTED BY INTEREST RATES AT THE TIME YOU TAKE YOUR BENEFITS. THE TAX IMPLICATIONS OF PENSION WITHDRAWALS WILL BE BASED ON YOUR INDIVIDUAL CIRCUMSTANCES, TAX LEGISLATION AND REGULATION, WHICH ARE SUBJECT TO CHANGE IN THE FUTURE. THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.

Business Office: 2 Newcomen Road, Dartmouth, TQ6 9AF.
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