Client Login

Chadwick Financial Management / Independent Financial Advisers

0800 833 389

Financial News

2019 Guide To The UK’s Top Rated Financial Advisers

We are proud to announce that Karen has qualified for the 2019 Guide To The UK’s Top Rated Financial Advisers. This has come as a direct result of the excellent reviews Karen has received through the Vouchedfor site over the past 12 months. The winners will be featured in The Times newspaper during 2019 and also in […]

Posted by Chadwick's Scribe on December 7th, 2018

Our Updated Data Protection Policy

  Please click below to view our latest Data Protection Policy Download our Data Protection Policy  

Posted by Chadwick's Scribe on June 3rd, 2018

retirement guide

Our 5-Step Retirement Guide

    If you are planning your retirement then our free 5-step guide will help get you ready and ensure you have everything covered. You can download your copy here. Download our Retirement Guide

Posted by Chadwick's Scribe on January 24th, 2018

Our team is growing!

We’re pleased to announce that we have a fantastic new Protection Broker, Tracy Davis, to help with all your life insurance and critical illness protection needs.   Here are a few words from Tracy Although I came into the insurance industry purely by chance, I have always had a passion for personal and family protection, […]

Posted by Chadwick's Scribe on January 24th, 2018

Good news for some, but the need for a secure income still remains.

George Osborne’s 2014 Budget statement paved the way for a range of changes to pensions that have altered the retirement income market forever. Unsurprisingly, annuities were dealt a hefty blow, but it’s clear that the certainty they offer means that they continue to have an important role to play as part of retirement planning. Get […]

Posted by Chadwick's Scribe on August 9th, 2017

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.

Posted by Karen Cooper on July 3rd, 2017

Proud to be Back – Celebrating over 35 Years of Local Trusted Advice in Dartmouth

We featured this month in By the Dart Magazine to celebrate our new office look and re-brand back to Chadwick – with a keen emphasis on offering Local Trusted Independent Financial Advice. Please click on the link below to read the full article   – After beginning her career at John Charcol in London, […]

Posted by Karen Cooper on March 28th, 2017

Max Out Your Pension Woman!

With a female Prime Minister in Number 10, it’s hard to argue that women are still at a disadvantage in the workplace, but you still plan to wax out your pension if you’re a woman. The Office for National Statistics, which does an annual survey of men’s and women’s wage rates to monitor discriminatory pay, […]

Posted by Chadwick's Scribe on October 26th, 2016

Workplace Pensions

  There have been dramatic changes to the way people save for their pensions, especially the role that employers have providing automatic enrolment into workplace pensions, to build pension pot. The process of setting up new workplace pension schemes, called Auto enrolment, has been ongoing since 2012. Employers of all sizes, from major corporations down […]

Posted by Chadwick's Scribe on October 19th, 2016

ethical investing devon

An Ethical Investment Portfolio To Be Proud Of

Investing may be the best way to build wealth, but there are an increasing number of people who are selective about their investments. Investing in armaments and tobacco used to be at the heart of many portfolios. Many people now prefer not to include them and want to build an ethical investment portfolio they can […]

Posted by Chadwick's Scribe on October 13th, 2016