Independent Financial Advisers

2,500+

Clients

£260million+

Assets Under Review

97%

Would Recommend

Chadwicks

Chartered Independent Financial Advisers

At Chadwicks Independent Financial Advisers, we design plans that are as individual and unique as you are.

Holding Chartered Financial Planners status means you can be at ease knowing that we are committed to the highest levels of technical and professional knowledge and competence.

For more than 20 years, we’ve achieved great results for 1000’s of clients across the country — We’re proud to be built on recommendation.

Financial Advice

Types of financial advice

We pride ourselves on being approachable, friendly, knowledgeable and truly independent. Our experienced, qualified team of investment specialists has been providing ethical, professional and impartial advice from our office near Chester since 1997.

Find out more about the Chadwicks Team

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Financial Advisers

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three steps to success

The Chadwicks Approach

At Chadwicks we like to make financial advice as straight forward as possible. Whether investing a lump sum or re-mortgaging, our three step process takes you through the steps of  your financial planning.

01

Partner with a Financial Adviser

We will partner you with a qualified Financial Adviser who specialises in your area of interest.

02

learning about your Financial situation

An initial consultation will be arranged. Whether by phone, video call or in person depending on your situation.

03

Prepare your bespoke report

Your Chadwicks Adviser, along with a member of our Paraplanner team will prepare your bespoke report. 

Financial Wellbeing at Work

We support employers throughout the United Kingdom to help improve their employees’ Financial Wellbeing. From one-off Financial Wellbeing workshops to 12 month contracts, we have a range of options to support all organisations. 

Online Support From Chadwicks

Financial Resources

Calculators

Guides

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with over 20 years of financial planning experience

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Pitfalls Of A Lifetime Trust

By Ruth Heap | HM Legal What is a lifetime trust? A lifetime trust is a vehicle that allows you to transfer your assets into a trust whilst you are…
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Free Initial Consultation

To arrange a free initial consultation with one of our qualified Financial Advisers. Simply place your details into the form below and we will be on contact.