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Perspective that powers business growth
Success often comes down to focus. Regular conversations with your business wealth manager help you step back, gain perspective, and stay aligned with what truly matters.
We help business owners align personal and professional goals to build stronger, more valuable businesses. Drawing on decades of experience, we bring clarity and perspective, helping you turn opportunity into lasting value. With practical insights, growth strategies and access to trusted advisers, we act as your sounding board supporting you through every stage of business growth.
At Chadwicks, we help business owners align personal and professional goals to build standout businesses. With experience across hundreds of companies, we offer practical insights, growth strategies, and access to top-tier advisers. Whether you are exploring new opportunities or managing the challenges of growth, having the right sounding board makes all the difference.
Discover how our growth strategies for SMEs can bring clarity and perspective.
Success often comes down to focus. Regular conversations with your business wealth manager help you step back, gain perspective, and stay aligned with what truly matters. While we offer services like tax planning and employee benefits, the greatest value for SMEs and owner-managed businesses often lies in the quiet, strategic conversations that sharpen your focus and shape effective growth strategies.
A good plan brings clarity, commitment, and direction. Whether it’s a mood board, a few slides, or a detailed document, our strategic business planning advice helps you create a plan that combines your business and personal goals and ensures your team understands it too.
A strong leadership team drives growth. Through our strategic advice on business rewards, we help you design plans – from share options to directors’ pensions and personal financial planning – that keep your key people stay motivated and focused on the business, not their finances.
Financial wellbeing is key to employee engagement. We help you unlock the full value of benefits like pensions and introduce financial education – strengthening loyalty, wellbeing and your wider business strategy.
Talk to our Norwich-based business wealth managers about building focus, growth, and long-term value.
From the very beginning, Chadwicks has provided clear guidance and reassurance. They’ve helped me plan the timing and structure of my investments with confidence. We’ve also explored pension planning options, annual contributions, and tax efficiency strategies, all explained in a way that makes complex decisions feel simple and manageable. Communication has been excellent; I always know who to contact, and I appreciate being introduced to additional team members, so I feel supported at every stage. Chadwicks has also taken the time to advise me on sensitive matters with care and professionalism. The settling-in process has been friendly and thorough, and I’ve already recommended Chadwicks to others.
Juliette Hopkins Business Owner
Discovery chat
Firstly, contact us and we’ll arrange a no-obligation discovery meeting 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
It doesn’t end there. 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!
How can a business wealth manager help me grow my business?
A business wealth manager looks at both your personal and professional goals to create a growth strategy that builds long-term value. At Chadwicks, we bring clarity, structure, and financial insight so your business supports both your ambitions and your wealth.
Why is financial planning important for business growth?
Financial planning provides the structure and foresight needed to grow with confidence. It helps you make better decisions about reinvestment, funding, and tax efficiency – ensuring business success translates into lasting personal wealth.
How can I keep my leadership team motivated and engaged?
Keeping key people engaged requires more than salary. We design tailor reward strategies from share options to incentives, directors’ pensions and personal financial planning for key employees. This helps retain talent, keeps leaders focused, and ensures their personal financial wellbeing doesn’t distract from driving the business forward.
What role does employee financial wellbeing play in business growth?
Employee financial wellbeing directly affects engagement and productivity. When people feel financially secure, they perform better and stay longer. By maximising benefits like enhanced directors’ pensions and providing financial education, you strengthen loyalty and unlock greater business value.
How does creating business value now help with a future exit?
Building value during the growth stage makes your business more attractive to buyers, investors, or successors. With the right financial planning and protection in place, you can maximise your return when the time comes to exit.