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Clarity for life's big choices
We'll help you align your money with your goals, developing a roadmap that connects the life you want to live now with the one you want in the future.
Good financial planning starts with understanding what truly matters to you. Whether you’re preparing for retirement, managing an inheritance, selling a business, or adjusting to a major life change, we help you step back and see the bigger picture.
Our planning is about turning insight into action. Our advisers combine techncial expertise with practical business experience to help you explore options, weigh trade-offs and build a strategy grounded in evidence. We balance ambition with resilience, managing risk across investments, proteciton, tax and changing life circumstances so your finances are structured to support both today and tomorrow.
We also offer steadiness when uncertainty strikes. Markets wobble, life happens, and emotions can cloud judgement. Our wealth managers will guide you through those moments with perspective and reassurance, helping you make clear, confident decisions.
Many families avoid talking about money – but open conversation can prevent misunderstandings and bring generations closer together. We know these conversations go beyond finances. They touch on values, fairness, and the kind of legacy you want to leave behind.
We help you approach these discussions with clarity and sensitivity, so everyone understands both the plan and the purpose behind it. Because successful wealth transfer isn’t just about assets – it’s about understanding, respect, and continuity.
Why our clients choose Chadwicks ...
When I set out to find an investment adviser, I thought I needed someone who could talk numbers. The first adviser I met did just that, for two hours straight. But it felt transactional, not personal. Then I spoke to Richard at Chadwicks. We spent two hours talking about my goals, my life, my family, what I wanted, not just my money. The conversation made it clear, I didn’t just want someone to manage my portfolio, I wanted someone who listened. Richard did. That’s why the choice was obvious.
Alison Beech
From the beginning, Chadwicks delivered exactly what was promised, no surprises, just solid, personal service. It’s the kind of firm where you feel like an individual, not a number, and the culture reflects that. Communication is spot on, relevant, timely, and never overwhelming. I trust them to manage my investments without needing to check in constantly, and I’ve even recommended them to friends. I’ve recently asked for help with my daughter financial planning, and I really appreciate their willingness to support us both, even though she’s not yet a client.
Tony Searle
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
Our experience with Chadwicks has been excellent. Radi has worked closely with us to ensure a smooth transition and ongoing relationship, and the team is always quick to respond, I’ve almost got Radi on speed dial! Communication has been clear and effective throughout, and we feel confident knowing Chadwicks is available whenever we need them. Over the past few months, we’ve added further funds and are already considering future planning, including inheritance tax. We’re very happy with the service and have recommended Chadwicks to others.
Rob Smith
Chadwicks has made it easy for me to take a hands-off, long-term approach to my investments, which suits me perfectly. I feel well-informed through their regular email update. The team is flexible and accommodating when it comes to scheduling reviews, and while I haven’t taken full advantage of their webinars or social events yet, but hope to soon when my schedule allows.
Alex Robinson
Every client has a different story, so every plan should reflect that. Whether you prefer to be hands-on or hands-off, cautious or adventurous, our role is to guide – not dictate.
Because all our advisers are Chartered, you can trust that your plan will reflect your values, priorities and preferences. And because life never stands still, we review your plan regularly to make sure it grows and adapts with you.
What is financial planning?
Financial planning is the process of connecting your money with your goals – ensuring your finances support the life you want now and in the future.
What makes Chadwicks approach different?
All our advisers are Chartered and act as both strategists and sounding boards. We combine technical expertise with genuine insight into your personal and professional world.
How can financial planning help me?
Financial planning will help you understand your options, manage risks, and plan confidently for milestones like retirement, business transitions, or family changes.
What tools do you use to build a plan?
We use cashflow modelling to understand how your finances may evolve over time. It brings together income, spending, tax, inflation, and life events so you can see the potential outcomes of your choices. It’s not about predicting the future – its about preparing for it. By exploring differnet scenarios, we help you make informed choices with confidence.
Do you offer financial planning outside Norwich?
Yes – while we’re based in Norwich, we work with clients across East Anglia, in person and further afield from Lands’ End to John O’Groats online.