Meet the people behind Chadwicks. Our friendly team are always here for you, whenever you need us.
John is the founder and Managing Director of Chadwicks, and has more than 25 years’ experience in financial services.
His specialist areas include investment portfolio planning, inheritance tax and estate planning. He has organised and delivered numerous retirement and mid-career financial planning courses for employees of public and private sector organisations. A graduate of the University of London and member of the Personal Finance Society, John is qualified as a Chartered Financial Planner.
John now spends the majority of his time developing and enhancing services to clients for the whole firm. Chadwicks has ambitious growth plans and John is involved with the acquisition of IFA firms, joint ventures with other professional firms and recruitment of high calibre staff.
He lives in Flintshire with his partner Jennie and their white German Shepherd Holly. Outside of work he enjoys hill walking, travel and boating. John has a keen interest in politics and current affairs.
Call John on 01244 317 111
Kate has been a member of the Chadwicks team since May 2002, having previously worked for a national IFA.
Her objective for financial planning is to enable clients to organise their assets to realise their full potential. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.
Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society.
She is married to Jamie and lives in Chester.
Call Kate on 01244 317 111
Kevin has worked in financial services since 1989, starting in the branch network of the leeds permanent building society (later part of the halifax) and moving into providing independent financial advice in 1992.
Kevin, who lives in Leigh, Lancashire, joined Chadwicks in January 2004. He is a general practitioner adviser, covering a wide spectrum of personal financial issues. Many of his new clients are referrals.
Kevin holds a diploma in financial planning from the Personal Finance Society and continues his studies towards chartered status. He is married with two grown up children. In his spare time he enjoys walking and spending time with his family.
Call Kevin on 01244 317 111
Eva joined Chadwicks in December 2012 after working for a national wealth management firm for four and a half years. She completed her Certificate, Diploma and Advanced Diploma in Financial Planning, as well as Certified Financial Planner certification, bringing her qualifications to a Chartered Financial Planner level in less than four years after joining the industry.
Furthermore, Eva holds the status of Fellow of the Personal Finance Society – the highest qualification awarded by the Personal Finance Society. Eva’s main professional aim is to help her clients to achieve their financial goals, whatever stage of life they might be at.
In her spare time, Eva enjoys reading, whether that be a good novel or literature that would expand her technical knowledge. She has always been interested in languages and is currently learning to speak Welsh. Eva lives in Abergele, North Wales.
Call Eva on 01244 317 111
John started his career in 1974 with norwich union in leeds. In 1985, he moved to frizzell life and financial planning in manchester as a financial consultant.
Since then, he has developed a large client base across the public and private sector. John, who lives in Shropshire, joined Chadwicks as a director in 1998.
He is committed to building long-term relationships with clients, and holds the specialist pension qualification G60. John is married to Kay and has two grown up children.
John is an avid reader, interested in history and fiction.
Call John on 01244 317 111
Donna joined Chadwicks in August 2013. She has worked in the financial services industry for over 12 years with much of her time spent as an employee of Lloyds Banking Group, developing her knowledge and experience in the Wealth Management Sector.
Donna has experience providing broad based advice, to a range of high net worth clients including directors, professionals and retired clients helping them with practical solutions to the meet their financial aims & objectives.
As a consultant of Chadwicks IFA, Donna's emphasis is on maintaining a long-term relationship with her clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Donna is diploma qualified and her goal is to continue her studies to achieve chartered status.
In her spare time Donna enjoys going to her local gym and running she also enjoys socialising with family & friends and travelling to various destinations worldwide.
Donna lives in Ellesmere Port with her husband Matthew.
Call Donna on 01244 317 111
Jennifer has been employed in Financial Services since 2002 having worked at three previous IFA practices as a researcher in London, Reading and Oxford.
She is Diploma qualified and would like to achieve Chartered status in future.
Jennifer lives in Wrexham and in her spare time she enjoys spending time with her husband and two young children.
Call Jennifer on 01244 317 111
Prior to joining Chadwicks, Clair spent 6 years working with an IFA firm in Shropshire as Administrator and later Office Manager. This followed from 3 years with a local Building Society in Oswestry as a Customer Adviser offering account opening and transactional services. During the last 9 years within the Financial Services industry she has learnt and developed her skills and qualifications, and has now obtained the Diploma in Regulated Financial Planning. Clair is continuing her studies towards gaining the Advanced Diploma.
Clair lives near the Shropshire boarder and outside of work she enjoys spending time in the country with her dog Shyla and socialising with friends and family.
Call Clair on 01244 317 111
Alison has worked in Financial Services since 2001, beginning her career at Natwest Bank initially starting as a Customer Service Officer.
Over her 6 years with the bank she worked her way to become a Private Banking Managers Assistant looking after their most affluent customers. Alison then went onto join Chadwick’s in 2007 as an administrator and is content to continue with this role.
Alison lives in Runcorn and outside work enjoys spending time with friends and family, running and has recently qualified as a fitness instructor specialising in teaching Kettlebell classes.
Call Alison on 01244 317 111
James has a strong interest in personal financial advice and has previously worked for Natwest Bank where he gained experience of a variety of financial products and services when he worked as an introducer for the financial planning managers.
He now helps to organise our seminars being the main point of contact for arranging, venues, speakers and agenda's.
In addition, James prepares valuations and investment reviews which are vital in keeping clients informed on the progress of their plans.
He lives in Wrexham and enjoys collecting and listening to music from many different genres.
Call James on 01244 317 111
Laura joined Chadwicks in September 2014 after working for Intrinsic Financial Services and St James Place for four and a half years as a Compliance Consultant, specialising in pensions.
Prior to this, Laura had three years’ experience as a paraplanner and financial adviser with Sanlam Investments.
Laura is Diploma qualified and would like to achieve Chartered Status in the future.
Laura lives in North Wales and in her spare time enjoys socialising with family and friends and travelling to various destinations worldwide.
Call Laura on 01244 317 111
Sally joined Chadwicks in February 2016. She has been employed in Financial Services since 2001 and has spent much of that time working as an authorised senior paraplanner for Brewin Dolphin.
Prior to this, Sally worked as a paraplanner for Baker Tilly Financial Services, Scott Lang & Co and a National IFA.
Sally is Diploma qualified and would like to reach Chartered status in the future.
Sally lives in Chester and enjoys spending time with her husband and two young boys.
Call Sally on 01244 317 111
Business Development Manager
Bal has over 10 years experience working in a Business Development role. He has previously worked for HBOS as a Corporate Sales Manager and Exacta Plc as a Business Development Manager. The latter role involved talking to Finance Directors about property taxation.
In his current role at Chadwicks, Bal communicates with Personnel Managers and Training and Development Managers to explain the benefits of financial education in the workplace.
He enjoys spending his spare time with his partner and two young children. When he can he also plays football for a local team.
Call Balazs on 01244 317 111