Chadwick Financial Management / Independent Financial Advisers
01803 834440   email@example.com
Carried out the transfer of our funds from Hargreaves Lansdown and helped us to claim
compensation from them due to their incompetence when dealing with the transfers. Karen
recommended various funds to us and we have been very pleased with their performance.
Any questions for information have been dealt with promptly and efficiently. Our recent
annual review was interesting and food for thought and helpful as usual.
I needed independent expert advice on Equity Release. Karen gave me a broad view of the options and then advice tailored to my circumstances.
Karen has continued to help with my finances and provide reassuring support during the
difficult time of the pandemic. She knows exactly what she is doing and is always calm and confident.
Everything was explained clearly and concisely with Graphs & Pie Charts which helped a great
Excellent presentation. Karen spoke clearly and it was easy to understand what our options are for the future Karen gave us confidence in her IFA professional services.
In these uncertain times I still consider Karen to be a safe pair of hands. She has never let me down and always given me good advice.
Great, keeps me up to date but not inundated with updates meaning they are meaningful.
She keeps me up to date with all that is going on in the financial world. I know she is always ‘on the case’ and I have every confidence in her advice.
Efficiently keep me updated of all developments with my investment and the general
financial markets during the current issues
Over many years we’ve always had complete faith that Karen Cooper endeavors to fully
understand our particular financial circumstances and our attitude to risks, etc. We have an annual review which is helpful, but often contact Karen throughout the year with other queries or for advice. We feel we get good value for money, as Karen helps us find products we wouldn’t have discovered ourselves.
She has made sure my money is still in the most appropriate account.
She advised me on how to best make my money and inheritance from my late husband work
for me needs now and with tax advice and inheritance for my family in the future.
I feel more in control of everything as my husband used to deal with everything and I was
Karen gave me great advice with investing in a very tax efficient way and a mortgage.
My investments are growing well and she helped me release some equity when I
Karen Gave us advice tailored to our requirements very approachable and thorough. Her staff are extremely competent.
We cant think of anything that could have been done better.
Karen is always there for me. I feel totally confident that she is making the best choices for me. I sometimes find finance confusing so it is great to know Karen is always on top of things.
She has provided reassurance about my finances during this Covid 19 financial crisis.
I have only seen Karen for her initial free consultation where she was very thorough and
professional leaving me confident that here services will support me and my wife’s finances for the future.
She is always available and happy to talk.
Karen has been brilliant in helping me with an Equity Release problem. Karen is extremely
efficient and very friendly, she explains everything in detail so that I was able to understand clearly. I would recommend her to anyone who was needing financial advice.
I inherited money and also had a child for whom we needed advice about long term savings. Karen was very positive and easy to understand advice and helped me to invest wisely.
Karen arranged our Equity Release very well especially as there was an initial problem about the house.
Karen & her father before her advised my late husband well for many years, so when he died. I was pleased to be able to continue with the same reassurance.
After my husband’s death Karen was most helpful liaising, at my request, with my will
writers, with the financial information they required, making it much easier for me at that difficult time. She has given me good, varied & much appreciated advice on all aspects of my portfolio ever since.
We needed advice on how we could maximize our income whilst maintaining our
Karen helped us identify our attitude to risk, and then move us forward with a recommendation of a suitable financial plan and policies etc.
We’ve always been very confident that Karen understands our particular circumstances and
current needs, and that she also looks further down the line to see what might change in
I had some money to invest – bonds maturing and inherited money. Karen clearly explained the various options, including how to make the most of ISA.
Karen already provides what I need. Over the years I have come to look on her as a friend. She is always approachable, has time for me and is ready to give advice, but she is never pushy. If you don’t want to do something she is fine with that and thinks of something else.
Originally, due to family monies received as a result of a pay out from a car accident then we needed to look at the best investment potential. Subsequently, required financial direction regarding savings, ISA, Pensions and then inheritance.
Karen listened, gained a great and concise understanding of my attitude towards financial
risk/investment and provided me with a global overview of my best options for the present
and for the future.
Recent changes in employment and living costs and plans to buy my first home. Karen provided excellent advice surrounding which bond would be suited to me and forward
thinking of realistic savings I should be making.
I needed some professional advice on what action I needed to take regarding pension.
Karen was extremely knowledgeable and gave easy to follow advice which was the result of informative and considered information after discussing various options.
I cannot think of any points where the process could have been improved. Very satisfied with my experience.
Karen has helped me to reinvest a small stakeholder pension and to invest a substantial fund (to me) over the years. She answers my emails promptly. As I do not have a huge sum to invest Karen has more than helped me.
I had to take early retirement to look after my terminally ill husband. Karen was able to advise me on the appropriate investments and pensions to make my savings work for me and provide a tax efficient income.
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. <Link>
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. <Link>
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. <Link>
Karen gave me a full and detailed range of options and got to know me before helping me decide what type of investment would suit me best. She also recommended a very good solicitor to assist with estate planning and writing of my will. She is really friendly and approachable to someone who knows absolutely nothing about financial investments. I do not think I could fault her to be honest. <Link>
Karen explained everything in a way that was easy to understand and was helpful and knowledgeable when we had any questions. <Link>
Doesn’t time fly, I can’t believe it is 10 years since I sold my business. Lisa continues to give us very good service
Sarah, Dartmouth Oct 2016 – Thank you for all your help over the years. Lisa is always so helpful and provides a great service
Karen helped me to complete a loan in principle for a shared ownership application I made. Karen was very knowledgeable and efficient. I Especially liked that she spoke in clear jargon-free language, I would recommend her to anyone needing her skills. Thank you.
I always appreciate Karen’s advice, guidance and understanding of my financial needs. I find it a bit complicated and clarification after meetings is always helpful, as is the friendly, personal approach. Thank you
We’ve been with this 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.
I have known Karen for several years and have always taken her advice regarding my investments. Karen does not attempt to confuse investors with jargon I do not understand, she is straight talking, to the point and provides an excellent service.
Up until recently I always sorted out my own finances. But then I realised that matters were getting out of hand.
I had bits and pieces all over the place, much of it earning next to nothing in interest. I was losing control of my own money!
Karen has put that all right – even saved me some tax! I still have a spread of investments but these are now organised and easier to follow.
As far as finances go, Karen thinks logically, and with much knowledge. She explains clearly what she recommends and why, taking my own personality and requirements into consideration.
As a client I have complete confidence in her. I know I can ask for clarification at any time.
Financially I now have an organised mixture of money that is easily accessible, some bonds, and investments that are doing well.
Best of all I know that Karen is keeping her eye on them at all times as I don’t always get round to doing that!
Chadwick Financial Management have provided us with Financial advice and guidance for over 20 years. Their advice has always been considered, reliable and over a wide range of investments.
Their services have always been given in a friendly and reliable manner outlining our various options, while making it clear that the final decisions remained with us without pressurising us to go in any particular direction and we will continue to use their services for the forseable future.
We have known Karen Cooper for over two years, we have find her and her company very helpful in all matters in relation to
investments and savings. We are very pleased with Chadwick Financial Management.
Karen has a very friendly and patient approach, gives sound clear financial advice, and always ensures that the chosen investment is right for me. I have never been disappointed with Karen’s recommendations and have every confidence in her. <Link>
My financial affairs needed tidying up. I seemed to have bits all over the place and felt I was beginning to lose track and needed someone to help me sort things out in the best way possible. Karen sorted it all out and organised things. Now I am quite clear what is going on. Sometimes Karen thinks and talks too quickly for me to follow! Finance is not my speciality! But she is always very patient and will explain the same thing several times over if necessary!
Life financial planning. Understands your needs, full explanation of risk and benefits. Highly personable. Exceptional knowledge. simple explanation and regular reviews. Ongoing positive outcome. Nothing. Reports are great. He is fully proactive. Would highly recommend.
Chadwick listen to your requirements and then offers a selection of options instead of pushing just one
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.
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.
Always ready to help with a variety of suggestions, not at all pushy. A cup of coffee is always at hand haha
Karen has a very friendly and patient approach, gives sound clear financial advice, and always ensures that the chosen investment is right for me. I have never been disappointed with Karen’s recommendations and have every confidence in her.
Karen has been and continues to be a great source of information – helped us with a mortgage when we thought that all doors had been firmly shut and has advised on many financial issues since. I would certainly recommend Karen to anyone that is looking for any financial advice.
Karen provides a personal and friendly service in a challenging industry where currently, there are difficult mortgage market conditions for my kind of financial needs. It is very easy to make the wrong financial decisions and she works hard on behalf of her clients and understood my situation very well. I am partially deaf and Karen understood the limitations this imposes on dealing with financial institutions particularly on the phone, and can act on my behalf which I greatly appreciated. Karen responds promptly to requests for information and all professional charges are clearly explained. Consultation with her helped me to arrive at the optimum financial solution in my circumstances. Surveys market for products available. Identifies the benefits and makes recommendations with supporting material. <Link>
Karen is a real expert with very pragmatic approach that is easy to understand. She is very clear with her guidance and not at all pushy I would thoroughly recommend her services. <Link>
I thought that Karen understood and dealt with my financial needs/goals with great clarity and efficiently. In addition, I felt confident in Karen’s knowledge base and her ability to advise me well in all areas. <Link>
Karen provided me with detailed advice on what products were available, what products would suit me and I felt confident in following her suggestions. <Link>
I have been a client of Karen’s for seven years. Karen is always available to give good sound advice. She placed my portfolio in various different bonds which gave me the best returns.I have a yearly review, and if necessary we re-invest if need be. I would have no hesitation in recommending Karen to any potential clients.<Link>
We have used Karen’s advice and skills for nearly 20 years, both for ourselves and my late parents, during changes in our lives.The service and advice given has always been sound and has performed mostly better than anticipated.We will use Karen again. Karen has advised us and our family for almost 20 years. The advice given has always exceeded expectation. We will use Karen again as the need arises. <Link>
Karen has invested our money well as far as we can tell! She showed us clearly what the options were without just leaving us drifting in indecision. It was clear what we were investing in and what returns we might expect.<Link>