Our Corporate Chartered Status

It’s been an exciting few weeks for Chadwicks IFA. Not only have we been included in Citywires Top 100 Advisery Firms for 2018 but we have also successfully renewed our Chartered Financial Planners status.

The title Chartered Financial Planners is a public declaration that the advice given by a firm:

  • is of the highest quality;
  • is based solely on the researched needs of the customer; and
  • is provided by someone not exceeding their level of competency.

Holding the Chartered Financial Planners status is a key part of our organisation and shapes everything that we do. This, along with the recognition of being included within Citywires Top 100 Advisery Firms for 2018 has been a great achievement for us in helping to demonstrate the extra mile we go for our clients.

Whether a client of Chadwicks or someone looking for some initial guidance, feel free to ask us a question by following the below.



More Posts

Chadwicks Bimonthly Magazine November – December

Welcome to our November/December 2023 edition. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming

Chadwicks Bimonthly Magazine July – August 2023 

Welcome to our July/August 2023 edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment,

Chadwicks Bimonthly Magazine May – June 2023 

Welcome to our May/June 2023 edition. In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to pension tax, the most significant of which was

Send Us A Message