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Chadwick Financial Management / Independent Financial Advisers

0800 833 389

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, as my own husband was diagnosed with cancer when he was 36 years of age.

It turned our world upside –  and the anxiety and stress caused at this very difficult time was made worse due the fact that we didn’t have any protection cover in place.

Like most people, we thought we were young and healthy and this wasn’t something we should have to think about.  We not only had the worry about my husband’s recovery, but were also concerned about how we would manage to meet our financial commitments. To say it was hard would be an understatement. It was traumatic and devastating.

Thankfully my husband recovered, but ever since that experience, we realise the value of personal and family protection and would never be without it.

Unfortunately, it is something most people put on the back burner – thinking it won’t happen to them, yet having financial peace of mind in a time of crisis is so affordable and totally worthwhile.

I am very proud of what I do: knowing that it is one more individual or one more family that won’t have to worry, should the unthinkable happen. Working proudly as the protection consultant with Chadwick Financial Management, means that I can offer our clients the value of listening to their individual requirements and searching through the whole of the UK market to meet their specific needs. We have access to competitive and comprehensive cover – often for the similar cost of a daily cappuccino! We offer online underwriting and access to a newly launched process offering online illustration and application in 8 minutes – so it doesn’t need to cost much or take up much of your valuable time to ensure you have protection in place for your loved ones. Call me for an initial discussion at our expense.

If you would like to speak with Tracy then please contact us here.