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Chadwick Financial Management / Independent Financial Advisers

0800 833 389

Coronavirus Update September 2020

  The latest Government guidance announced that if a business can work from home then we should, so we are back to working remotely again! We have been happily “meeting” with clients online using Zoom/ Teams or Facetime for video meetings, and this can and will continue as a feature we can offer to all […]

Update on Office Opening Hours

A message from Karen

  In these unprecedented times, stock market volatility is affecting pension and investment values – and financial uncertainty will undoubtedly add extra worries for a lot of people at this awful time – but please don’t panic – we have to sit tight and ride this all out together and wait for things to recover. […]

Chadwick Spring Newsletter

    Want to know what’s going on in the Equity Release market? Our spring 2019 newsletter is here and full of all the latest Equity Release news to help you make the most of your money. Just click on the link to download your copy. Download our Spring Newsletter

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 […]

Our Updated Data Protection Policy

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

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, […]

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, […]