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Managing your assets for life
A disciplined approach to managing your wealth – aligning your assets with the life you want. Giving your clarity and confidence in every decision
At Chadwicks, our independent wealth management is about seeing the whole picture - not just your investments, but how every financial decision supports the life you want to live. It’s a long-term partnership that brings strategy, structure, and perspective to every stage of your journey.
We work with professionals, business owners, and families who want their finances to feel joined-up – not fragmented across advisers and products.
Our role is to bring clarity to complexity and help you make confident, informed choices that connect your wealth to your purpose.
If you’d like to explore independent wealth management, we are based in Norwich and work with clients across the UK.
True wealth management brings everything together – planning, investments, pensions, and protection, under one clear strategy.
Our wealth managers are both qualilfied financial planners and investment professionals, working collaboratively to ensure every decision is informed, coordinated and consistent.
This integrated approach gives you clarity, confidence, and a seamless view of where you stand and what comes next.
As an independent wealth management boutique, we have no ties to providers or products.
Our advice is shaped entirely around your goals. Every recommendation is based on research, evidence, and behavioural insights – not sales targets or short-term trends.
Our chartered financial advisers combine technical skill with real-world understanding. We draw on economic analysis and behavioural science to give you perspective, not just information.
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
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
Wealth management isn’t about one moment – it’s about consistency.
You’ll have a long-term partner who knows your circumstances, family, and aspirations. We review regularly, adapting your plan as life evolves – whether that’s a business sale, new opportunity, or a change in priorities.
Our aim is to make your finances feel manageable, meaningful, and aligned with what matters most.
What does a wealth manager do?
A wealth manager helps you manage all aspects of your financial life – investments, pensions, protection, and planning – ensuring they work together effectively.
How is wealth management different from financial planning?
Wealth management is holistic advice to support your long-term life goals, while financial planning is an important aspect of this where we use cashflow modelling to help you turn abstract goals into tangible numbers, helping you see how your finances might evolve over time.
Do I need a certain level of wealth to work with Chadwicks?
Not necessarily. What matters is complexity. If you have multiple pensions, investments, or changing financial priorities, wealth management can bring structure and peace of mind.
How often will my plan be reviewed?
Most clients choose our ongoing advisory service where we typically meet annually, or sooner if your circumstances change, to ensure your plan remains relevant and resilient.
Why choose an independent wealth manager?
Independence means our advice is unbiased, transparent, and always focused on your best interests – not tied to any provider or product.