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Strategic wealth guidance for ambitious leaders
Since 1996, we’ve been helping clients navigate every stage of their business journey - shaping ideas, driving growth, and preparing for successful exits.
A fresh take on wealth management for entrepreneurs, business owners, and leadership teams. At Chadwicks, we start by understanding what drives you and your business.
We get it – your business isn’t just a job, it’s your life. It’s what you think about in the shower, and what keeps you up at 3am. We help you bring structure to those ideas, challenge your thinking, and guide you toward better decisions. In short, we help you create the wealth we then help you manage.
Big decisions don’t have to be made alone.
Working closely with businesses at every stage gives us a unique perspective on what makes them succeed. We use that insight to help you navigate challenges and move forward with confidence.
Whether you’re growing, planning your exit, or simply figuring out what’s next, we offer practical, thoughtful advice tailored to your goals.
Discovery chat
Firstly, contact us, and we’ll arrange a no-obligation discovery chat to learn more about you and what matters most with your business.
Detailed proposal
Based on our discussion we will give you a detailed proposal that clearly sets out what we expect to deliver and the fees involved.
Make a plan
Once you’ve accepted our proposal, we’ll begin by getting to know what matters most to you and your business. From there, we’ll turn those motivations into clear, meaningful goals and agree together on the priorities and the best way forward. All of this comes together in a tailored plan that reflects your values and aspirations
Implementation
We take the lead on implementing your plan, ensuring everything is executed carefully and effortlessly on your behalf.
Ongoing support
We stay connected through regular reviews and valuations, keeping your plan on track as life and business evolve. And acting as a sounding board as and when you need us!
What financial advice do business owners need most?
Business owners often face complex decisions around strategic planning, funding, tax efficiency, reinvestment, and employee engagement. We help you align these with your personal wealth goals so your business supports both growth and long-term security.
What does business wealth management actually involve?
We believe business wealth management means looking at your full financial picture – not just your company’s balance sheet. We take a holistic view helping you balance profit, growth and personal freedom. We connect your business strategy with your personal planning so your long-term ambitions work together, not against each other.
How can Chadwicks support me when I’m selling or exiting my business?
We act as a trusted sounding board to help structure your exit, protect your wealth, and secure your legacy. Our advice covers everything from increasing the value you can realise from your business to tax efficiency and how your proceeds can support the next stage of your life. We can also introduce you to other professional you may need along the way from our curious and creative ecosystem.
Why is it important to plan for life beyond business?
When you step away, your business is no longer your safety net and structure. A clear financial plan ensures your wealth supports your lifestyle, goals, and family for years to come. You will also need to think about what happens next – and we can provide a great sounding board for this process.
I often feel isolated making big financial decisions - how can you help?
Many business owners carry the burden of making decisions alone. At Chadwicks, we provide clarity, perspective, and reassurance – giving you the sounding board you need to move forward with confidence. We also host a range of Masterclasses that provide insight and support – do take a look.