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 wife Jennie and their white German Shepherd and a Chihuahua! Outside of work he enjoys hill walking, travel and he is currently writing a book. 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, particularly around transferring their occupational pensions.
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
Rob joined Chadwicks in October 2017 having previously worked as Head of Personal Financial Planning for a Liverpool based Employee Benefits Consultancy.
With over ten years' experience in financial services, Rob works closely with Chadwick’s Board of Directors, providing operational support to the business. Alongside this, Rob continues to advise his clients with holistic financial planning, ensuring that they achieve their objectives, particularly around their retirement.
Diploma qualified, Rob is currently studying towards his Chartered status.
In his spare time, Rob enjoys running, football and the occasional frustrating game of golf in between spending time with his wife Sophie and young son Joe.
Call Rob 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
Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection. Most recently, Martin worked specifically with Hospital Doctors, advising them primarily on their pension needs and increasing their wealth with investment advice
Martin is based at home, in Rochester Kent and supports Chadwicks clients in the south of England, having joined in March 2018.
Martin achieved his Chartered Financial Planning status and Advanced Diploma in Financial Services in January 2018. Martin is a keen cricketer, playing as well as coaching in his spare time
Call Martin on 01244 317 111
Business Development Executive
Matthew joined Chadwick’s back in January 2018 after working for an Employment Law specialist as a Business Development Executive for three years. Prior to this Matthew gained a degree in Business Management and is now working towards his diploma for financial advising.
Some of Matthew’s responsibilities include helping our existing business clients develop their workplace financial education program, making sure they receive the greatest level of support and to seek further avenues in which to develop Chadwick’s position as a leading supplier of workplace financial education.
Matthew now lives in Chester and is an avid golfer in his spare time.
Call Matthew 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
Prior to joining Chadwick’s Sarah previously worked in Financial Services on the Wirral and has 5 years’ experience within this industry.
She began her career as an Officer Administrator/PA within several different sectors in customer services dealing with all aspects of customer support and has returned to Financial Services to continue and progress in an administrative role which she enjoys within Chadwick’s.
Sarah lives in Llangollen and outside work enjoys music, all aspects of outdoor life including mountain climbing/walking, running, mountain biking, and spending time with her family, her partner Roger and dog Seth.
Call Sarah on 01244 317 111