Blog

We are delighted to welcome Donna Robinson as an experienced new adviser at Chadwicks. Donna has eleven years experience in personal financial planning at Lloyds Banking Group together with her most recent experience at St James Place Partnership. Donna enjoys building long term relationships with clients and helping them to achieve their goals. She is fully qualified to Diploma status and will continue her studies to work towards Chartered status in future. A photo will follow Read more…

Having just returned home from two weeks motorhoming in France, I was surprised by how expensive everything is over there. The Autoroutes are great with considerably less traffic than our motorways but the cost at the toll booths soon adds up. Given high costs of travelling in Europe it is ever more important to get decent rates when changing Sterling into Euros. In the past I used to use the Post Office which offers much Read more…

It is somewhat ironic that more positive economic signals from the United States have subsequently led to a decline in both equity and bond valuations. Market nervousness appears to have been triggerred following Ben Bernanke’s statements about starting to taper off the Quantitative Easing program towards the end of this year now there are signs of recovery. For an interesting view of the current situation you may like to take a look at Erik Ristuben’s Read more…

We are pleased to announce that our Co-Director, Kate Pierce, gave birth to a baby girl last week. Sophia Annabelle was 8lb 1oz and both mother and baby are settled back at home and doing well.

We are pleased to announce that one of our Directors, Kate Pierce, has succesfully attained her Advanced Diploma from the Personal Finance Society and is now a Chartered Financial Adviser. Kate said; ” I am delighted to have achieved Chartered status as I think this is recognised by the public and I am looking forward to putting my increased knowledge and experience to good use when advising my clients”