Meet the people behind Chadwicks. Our friendly team are always here for you, whenever you need us.
John is the founder and Managing Director of Chadwicks, and has more than 25 years’ experience in financial services.
His specialist areas include investment portfolio planning, inheritance tax and estate planning. He has organised and delivered numerous retirement and mid-career financial planning courses for employees of public and private sector organisations. A graduate of the University of London and member of the Personal Finance Society, John is qualified as a Chartered Financial Adviser and a Fellow of the Personal Finance Society.
John now spends the majority of his time developing and enhancing services to clients for the whole firm. Chadwicks has ambitious growth plans and John is involved with the acquisition of IFA firms, joint ventures with other professional firms and recruitment of high calibre staff.
He lives in Flintshire with his wife Jennie and their white German Shepherd and a Chihuahua! Outside of work he enjoys hill walking, travel and he is currently writing a book. John has a keen interest in politics and current affairs.
Call John on 01244 317 111
Kate has been a member of the Chadwicks team since May 2002, having previously worked for a national IFA.
Her objective for financial planning is to enable clients to organise their assets to realise their full potential. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions, particularly around transferring their occupational pensions.
Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society.
She is married to Jamie and lives in Chester.
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Rob joined Chadwicks in October 2017 having previously worked as Head of Personal Financial Planning for a Liverpool based Employee Benefits Consultancy.
With over ten years' experience in financial services, Rob works on Chadwick’s Board of Directors, providing operational support to the business. Alongside this, Rob continues to advise his clients with holistic financial planning, ensuring that they achieve their objectives, particularly around their retirement.
Diploma qualified, Rob is currently studying towards his Chartered status.
In his spare time, Rob enjoys running, football and the occasional frustrating game of golf in between spending time with his wife Sophie and young son Joe.
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Kevin has worked in financial services since 1989, starting in the branch network of the leeds permanent building society (later part of the halifax) and moving into providing independent financial advice in 1992.
Kevin, who lives in Leigh, Lancashire, joined Chadwicks in January 2004. He is a general practitioner adviser, covering a wide spectrum of personal financial issues. Many of his new clients are referrals.
Kevin holds a diploma in financial planning from the Personal Finance Society and continues his studies towards chartered status. He is married with two grown up children. In his spare time he enjoys walking and spending time with his family.
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Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection. Most recently, Martin worked specifically with Hospital Doctors, advising them primarily on their pension needs and increasing their wealth with investment advice
Martin is based at home, in Rochester Kent and supports Chadwicks clients in the south of England, having joined in March 2018.
Martin achieved his Chartered Financial Planning status and Advanced Diploma in Financial Services in January 2018. Martin is a keen cricketer, playing as well as coaching in his spare time
You can learn more about Martins services here.
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Mark has over a decade of experience in financial services covering pensions, investments and protection with firms in the Cheshire area as well as working in the City.
He prides himself on his diligence and enabling his client’s to meet their aims and objectives.
Mark is a Chartered Financial Planner and is a Fellow of the Personal Finance Society which is the highest accolade awarded in financial services.
In his spare time he is an keen follower of sport and travels far and wide following the Welsh national football team.
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Keith began his career in the financial services industry in 1991 where he joined The Scottish Life Assurance Company in Liverpool. He then moved to specialize in investments working for Henderson Investors, BlackRock, HSBC and latterly the last four years at JP Morgan Asset Management.
Keith, who lives in Norton in Cheshire, joined Chadwicks in May 2018 to bolster the firms already formidable investment expertise. He holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is seeking Chartered status. Keith is married with two children and enjoys Cycling, restoring classic cars and motorcycles and spending time with his family in his spare time.
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Matthew joined Chadwick’s back in January 2018 after working for an Employment Law specialist as a Business Development Executive for three years. Prior to this Matthew gained a degree in Business Management and is now working towards his diploma for financial advising.
Some of Matthew’s responsibilities include helping our existing business clients develop their workplace financial education program, making sure they receive the greatest level of support and to seek further avenues in which to develop Chadwick’s position as a leading supplier of workplace financial education.
Matthew now lives in Chester and is an avid golfer in his spare time.
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Prior to joining Chadwicks, Clair spent 6 years working with an IFA firm in Shropshire as Administrator and later Office Manager. This followed from 3 years with a local Building Society in Oswestry as a Customer Adviser offering account opening and transactional services. During the last 9 years within the Financial Services industry she has learnt and developed her skills and qualifications, and has now obtained the Diploma in Regulated Financial Planning. Clair is continuing her studies towards gaining the Advanced Diploma.
Clair lives near the Shropshire boarder and outside of work she enjoys spending time in the country with her dog Shyla and socialising with friends and family.
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Alison has worked in Financial Services since 2001, beginning her career at Natwest Bank initially starting as a Customer Service Officer.
Over her 6 years with the bank she worked her way to become a Private Banking Managers Assistant looking after their most affluent customers. Alison then went onto join Chadwick’s in 2007 as an administrator and then progressed to office manager.
Alison lives in Runcorn and outside work enjoys spending time with friends and family, running and has recently qualified as a fitness instructor specialising in teaching Kettlebell classes.
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James has a strong interest in personal financial advice and has previously worked for Natwest Bank where he gained experience of a variety of financial products and services when he worked as an introducer for the financial planning managers.
He now helps to organise our seminars being the main point of contact for arranging, venues, speakers and agenda's.
In addition, James prepares valuations and investment reviews which are vital in keeping clients informed on the progress of their plans.
He lives in Wrexham and enjoys collecting and listening to music from many different genres.
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Laura joined Chadwicks in September 2014 after working for Intrinsic Financial Services for four and a half years as a Compliance Consultant, specialising in pension planning.
Laura has over 10 years of experience of working in Financial Services. Her main responsibilities are to assist with the preparation and research of client financial plans to help them meet their objectives.
Laura is Advanced Diploma qualified and has achieved Charted status.
In her spare time she enjoys socialising with family and friends and travelling to various destinations worldwide.
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Sally joined Chadwicks in February 2016. She has been employed in Financial Services since 2001 and has spent much of that time working as an authorised senior paraplanner for Brewin Dolphin.
Prior to this, Sally worked as a paraplanner for Baker Tilly Financial Services, Scott Lang & Co and a National IFA.
Sally is Diploma qualified and would like to reach Chartered status in the future.
Sally lives in Chester and enjoys spending time with her husband and two young boys.
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Amie joined Chadwicks in 2018 as a Paraplanner having worked within a variety of roles within independent financial advisers previously. Prior to finding her vocation within the financial services Amie has worked for craft companies and has ran an art department in a summer camp in West Virginia.
Amie is diploma qualified and continuing her studies with the goal of obtaining Chartered status. Her main responsibilities are preparing the research for client reports in a clear and concise manner.
Outside of work Amie enjoys running local half marathons, dog walks and convincing people that crochet is actually very cool.
Call Amie on 01244 317 111