Welcome to Chadwicks

At Chadwicks, we understand wealth management is about more than just money. It starts with building strong and successful personal relationships with our clients.

Everything we do is of exceptional quality, which means being authentic, being different and being sensibly priced. It means we enthusiastically embrace continuing learning and improvement and are curious to find out more about the world around us.

Learn more about Chadwicks...

The Team

Our enthusiasm & commitment are what makes us different.

Insight

Things we have found interesting, surprising or that simply make life better.

Enterprise

A refreshingly different approach – a real interest in what drives you and your business.

Wealth

Wealth management built on an intelligent, dynamic approach.

Masterclasses

Delve deeper into issues facing businesses and investors at our Insight Masterclasses.

The Sounding Board

A unique resource that brings together unrivalled expertise to help business owners make big decisions better – and raise some money for a great cause.

Trust. The most important element in our relationship with our clients.

insight

As a learning organisation we are keen to share our knowledge - and anything else that interests us.

enterprise

Our passion for business drives our enthusiasm for helping businesses with ambition.

wealth

Our dynamic, intelligent approach means we can meet the needs of our clients today, tomorrow and in the future.

Read the latest from our blog...

8 December 2023

'Sorry, we're cash only!'

The impact of the repeated increases to the interest rates on bond and equity markets has been harsh, leading to declines in asset valuations all while elevating the current returns on cash investments. In light of the current financial environment is it a good idea to switch to cash investments? As the old adage suggests, "cash is king", right? Well, not quite… Investing is a long-term endeavour - a horizon where cash suffers.

Find out more about 'Sorry, we're cash only!'

14 July 2023

The Big Picture

The post-Covid period has been a frustrating and often concerning time for investors who have seen poor returns against a backdrop of rising inflation and interest rates. In this note, James Bacon, one of our associate directors, reminds us of the importance of standing back to see the big picture.

Find out more about The Big Picture

1 June 2023

Buccaneers of The Financial Market

There are many hidden secrets waiting to be discovered and since ancient times, the allure of finding hidden treasure in unchartered territories has captivated the human imagination. Many courageous explorers have ventured into the depths of the ocean to try and unearth these precious treasures, but many have failed. In many ways, financial markets share many conceptual similarities with the ocean - mainly that markets are also deep and liquid. But thankfully, we seem to know a lot more about markets than we do about the ocean.

Find out more about Buccaneers of The Financial Market

2 May 2023

Don't be Amazed - Succession can be Successful!

I’m not really sure if I like mazes. Hampton Court was my nemesis – the grim realisation, as I found myself at yet another dead end, that although I knew there must be a way out there was no guarantee I’d find it.

Find out more about Don't be Amazed - Succession can be Successful!

Watch our latest videos...

14 November 2023

Grow Your Money Masterclass recap

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1 September 2023

Know Your Money

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22 March 2023

The 2023 Spring Budget

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30 January 2023

2022 - what it meant for retirement income prospects

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Upcoming Masterclasses...

Nurturing Curiosity

12 March 2024

While cats may be well-advised to rein back their curiosity, it’s a characteristic the rest of us should embrace. Given the right environment, it's the curious who will make serendipitous discoveries, who will come up with the better solutions, who will find new opportunities – and who will be more fun to work with! We are delighted to welcome back two excellent speakers, Daphne Metland and Dr Wendy Ross, for what looks set to be a thought provoking exploration of this fascinating area of human behaviour.

Find out more and book

The 2024 Spring Budget and market update

13 March 2024

On the 6th of March the Chancellor of the Exchequer will present his budget to Parliament. Expect some headline grabbling changes as this is likely to be the fiscal event where any pre-election rabbits are pulled out of hats. In our session we'll look behind the headlines and consider the broader economic impact of any changes.

Find out more and book

Driving Innovation

23 April 2024

Sustainable competitive advantage is the holy grail of business. This session looks at the role developing an innovation culture has in creating market-leading products and services.

Find out more and book

Award-winning expertise

  • Winner - Citywire NMA East of England 2022 & 2023
  • Finalist – Norfolk Business Awards 2022 & 2023 – Small Business
  • Apprentice of the Year 2023 - Norfolk Education Awards - Yuliia Vasylenko
  • Finalist - Money Marketing Awards 2020 & 2022 - Next-Gen Advice Firm
  • New Model Adviser 'Top 35 under 35' 2021 - Radostina Dencheva
  • New Model Adviser Top 100 - 2017, 2021 & 2022
  • Winner - Norfolk Business Awards 2018 - Knowledge Pioneers
  • Gold Award - Best Employers - Eastern Region 2018
  • Future50 Member - 2018 cohort