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For over 20 years, the team at Chadwicks have been providing Financial Advice to individuals alongside our Financial Education & Wellbeing support, provided to organisations. Over the years we have worked with a range of companies including large FTSE 100 organisations, local councils and small private businesses. It’s a service that continues to grow and one we take great pride in. Since June 2020, our team of 6 advisers, in addition to looking after our Read more…

Welcome to our September/October 2021 issue. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan to achieve them, the more likely you are to succeed. On page 06 there are three key questions to ask yourself when building Read more…

A lot has changed for many of us over the past year and as a business, we have seen our fair amount of change. As the pandemic came more of a pressing matter and offices throughout the UK closed, our workforce moved to home working. As we already had some remote workers before the pandemic, we already had the infrastructure in place that allowed us to move the rest of our employees into a home Read more…

Welcome to our latest edition. Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement. On page 08 we look at one of the key benefits of saving into a pension rather than another type of savings or investment vehicle – the generous tax relief you’re entitled to receive. Making the most of pension saving involves maximising tax relief and allowances Read more…

What Is Socially Responsible Investing? Environmental Socially Responsible Investing has grown from a niche sector to a now more popular Investing avenue. This type of Investing specifically selects responsible businesses that try to make a positive difference. While ethical investing has been around for some years, ESG goes deeper. It doesn’t just avoid companies such as arms dealers and tobacco manufactures, ESG asks bigger questions. How much plastic are these businesses producing? Are they having Read more…

Financial wellbeing in recent years has become a key talking point when discussing people’s mental wellbeing. We already know that there is a strong correlation between someone’s mental wellbeing and financial situation, leading to more and more IFA’s looking to support their clients in this way. The Initiative for Financial Wellbeing (IFW) is a new initiative for anyone in the financial advice, financial planning and financial coaching community who wish to help their clients to Read more…