Client Login

Chadwick Financial Management / Independent Financial Advisers

01803 834440

Financial News

Coronavirus Update November 2020

  The latest Government guidance announced that businesses should be work from home where possible for at least the 4 weeks starting Thursday 5th November 2020. As a result, we will continue to work remotely. We have been happily “meeting” with clients online using Zoom/ Teams or Facetime for video meetings, and this can and […]

Posted by Chadwick's Scribe on September 23rd, 2020

An Update for PruFund Customers

At Chadwicks we have many clients who use the PruFund as a way of investing. The PruFund has shown to have many benefits including:   Spreading the risk of your investment over a number of different types of investments such as cash, bonds, property and shares. Pooling money from all investors – which means greater […]

Posted by Chadwick's Scribe on September 1st, 2020

Could Equity Release help you during the Coronavirus Pandemic?

The global pandemic has changed the lives of everyone in the UK in many ways. From school closures to movement restrictions though to the financial implications of loss of earnings. Could Equity Release be the right option to help your loved ones during these unprecedented times?   Why Equity Release? Equity release refers to a […]

Posted by Chadwick's Scribe on May 29th, 2020

Investing in uncertain times

  Many of our clients we have spoken with over the past few weeks have voiced their concerns over their savings and investments. With market volatility continuing, oil prices at record lows and most of the major global economies heading for recession and low cash returns, this comes as no surprise. We are, indeed, in […]

Posted by Chadwick's Scribe on April 24th, 2020

Update on Office Opening Hours

Posted by Chadwick's Scribe on March 19th, 2020

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. […]

Posted by Chadwick's Scribe on March 18th, 2020

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 […]

Posted by Chadwick's Scribe on March 12th, 2020


Important News from The Prudential

We are pleased to confirm exciting news – just announced – from Prudential regarding their ‘With Profits’ Fund and PruFund.

Posted by Chadwick's Scribe on March 3rd, 2020

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

Posted by Chadwick's Scribe on June 7th, 2019

financial planning

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.       […]

Posted by Chadwick's Scribe on February 8th, 2019