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Clarity to shape the life you want
You might be thinking about retirement, wondering what to do with surplus business funds, managing an inheritance or simply curious to compare financial advisers. Whatever the reason, our team can advise you.
Whether you are a senior leader, professional or business owner, life’s financial decisions become more complex as your responsibilities grow. Working with an experienced wealth manager helps you stay focused on what really matters – protecting, growing and enjoying your wealth.
Yes, we’ll help you find the right pension or investment strategy, that’s a given. But our real value lies in helping you make better decisions. We look at the bigger picture: your career, lifestyle, goals, and the changes happening in your life. Our advice is thoughtful, personal, and designed to give you clarity and confidence.
Explore how to manage your wealth with greater clarity and confidence.
We’re highly qualified, but we also know that good advice starts with listening. Overconfidence is one of the biggest risks in investing, and we’re careful to avoid it. Our team brings both technical knowledge and a healthy dose of humility, because safe, effective planning starts with asking the right questions.
Financial planning isn’t black and white. Most decisions involve trade-offs, and rarely is there a single “right” answer. Alongside our core team of wealth managers, we draw on external expertise – including economics and behavioural science academics – to deepen our view of the economic outlook and understand the human-side of decision-making.
We’ll talk through your ideas, suggest alternatives, and guide you toward the best path forward – with no pressure, just thoughtful conversation.
Our goal? Advice that’s genuinely worthwhile. You’ll leave with a clearer sense of direction, greater confidence in your future, and yes, a pension or investment that’s right for you.
Discovery chat
Firstly, contact us and we’ll arrange a no-obligation discovery meeting to learn more about you and what matters most.
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. 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.
Keep on track
It doesn’t end there. We’re here for the long haul, with ongoing support, adapting your strategy as life evolves and keeping you one step ahead.
What is wealth management, really?
Wealth management is more than just investing – it’s about helping you align your financial decisions with your life goals, and then overtime guiding you to help keep you on track. It includes pensions, tax planning, investments, protection, and estate planning, all tailored to your personal circumstances.
Do I need a lot of money to work with a wealth manager?
Not necessarily. What matters more is complexity. If you’re making big decisions – selling a business, planning retirement, managing an inheritance – we can help you make sense of it all, regardless of your starting point.
How is Chadwicks different from other advisers?
We focus on advice that’s genuinely useful. We’re independent, collaborative, and deeply experienced. Our team approach means you benefit from a broader perspective, and our conversations go beyond finances to help you make better life decisions.
Can you help with retirement planning?
Absolutely. We’ll help you model your future needs, explore how your business or assets fit into that, and guide you toward a retirement that’s both financially secure and personally fulfilling.
What if I already have an adviser?
That’s fine. Many clients come to us for a second opinion or to explore a different approach. We’re happy to have a conversation and see if we’re a good fit for you.