We are delighted to welcome a new face to the Chadwicks team of advisers. Eva Frzonova joined us early in December having gained four years experience as an Independent Financial Adviser at a National Wealth Management Company. As well as her experience Eva is highly qualified being a Certified Financial Planner and having passed CII exams up to Chartered Status. Like the rest of our team Eva is friendly, helpful and professional and I am Read more…
Chadwicks Independent Financial Advisors make a strategic acquisition of Warrington based Cedarwood. Independent Financial Advisor heavyweight Chadwicks has acquired Cedarwood financial services in a deal which sees the value of funds under management increase to over £100 million. “This has been a very exciting time of growth for us,” said John Chadwick, Director of Chadwicks. “The acquisition of Cedarwood was highly strategic for us and aligns with our business plan of growing both through acquisition Read more…
You may regard capital volatility, the ups and downs in the value of an investment, as not being suitable for you regardless of the medium to longer term investment outcome. In this situation the usual option is to retain cash in a deposit account or National Savings and accept a generally unattractive and disappointing interest rate together with below inflation returns. We can however consider and recommend a deposit based investment which provides the opportunity to achieve returns Read more…
For several years now we have purchased Christmas Cards from UNICEF to send to all our clients and contacts. A proportion of the cost of the cards goes directly to UNICEF which is a charity I favour. We now have over 1000 clients and the cost of cards and postage is significant. It occurred to me that it would be better to make a contribution directly to charity rather than paying for cards and postage Read more…
Welcome to the new look website. Our previous website was designed over eight years ago and we felt it was looking a bit dated. Hence this new website which we have designed over the last few months. It is intended to reflect our new branding and to provide a helpful introduction to our range of services. We welcome your comments on the new site and intend to add articles to this blog on a regular Read more…
At the time of writing, England are just about to kick-off against France in their first game in the European Championships. Hopes are not high for our team in this competition but like many people my hope springs eternal and you just never know! As far as investors are concerned European fiscal worries have played heavily on client confidence over recent months. Fortunately not all asset types have been adversely affected by recent volatility. Many Read more…