Our investment specialists are friendly, qualified and highly experienced. In total, our experts have over 100 years combined industry experience. They use their knowledge and expertise to provide you with a personal service using products identified just for you.
John is the founder and Managing Director of Chadwicks, and has more than 30 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 Denbighshire with his wife Jennie and their white German Shepherd and a Chihuahua! Outside of work he enjoys fishing, travel and he is currently writing a book. John has a keen interest in politics and current affairs.
Glenn joined Chadwicks in October 2020. He has over 20 years experience working in operations and transformation roles within financial services firms.
Glenn worked in a similar role for The Roberts Partnership, a leading IFA firm in Manchester, and more recently at Brown Shipley, a national Wealth Manager delivering technology change and acquisition projects.
Glenn’s focus is on helping the business operate effectively and efficiently for its clients. He enjoys continually looking to improve processes and procedures, and ensuring best use of technology to support our client proposition.
Away from work, Glenn enjoys spending time with his family and their Cocker Spaniel exploring the Cheshire countryside.
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.
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.
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.
Kate lives in Tarporley and mostly enjoys spending time with her young daughter, family and friends. Zumba is her favourite fitness activity along with walking and cycling.
Clair joined Chadwicks in early 2013 as Office Manager and PA to the Managing Director, having previously worked for a National IFA firm facilitating the needs of the advisory team.
She initially began supporting the existing advisory teams clients while a member of the research team before transitioning into managing her own clients in 2019. Clair qualified as a Mortgage Adviser in 2008 and went on to complete her Diploma in Financial Planning in 2017. She has obtained specialist qualifications in Advanced Mortgages and Equity Release during her journey to achieve Chartered status this year.
With almost over a decade of experience within financial services, Clair is able to support her clients through all stages of financial planning from obtaining their first mortgage to later tax, retirement, investment and legacy planning.
Clair prides herself on giving her clients the best experience while building their knowledge to help them achieve their financial goals throughout life.
Robbie joined the team at Chadwicks in January 2020 having previously spent over 15 years working with retail customers and commercial clients in tailoring financial solutions to their needs. Robbie’s experience has led him to believe that communicating in a clear and concise manner, which is easily understood is paramount to building and maintaining ongoing relationships with his clients.
During his time within the Financial Services Industry, Robbie has attained his Diploma in Regulated Financial Planning and plans to continue with his studies towards gaining Chartered status.
Robbie lives in Denbighshire, North Wales and loves spending his spare time with his wife Louise, and their two wonderful little boys. As a family, they’re all about the outdoors and feel very fortunate to have been brought up in, and still live in such a beautiful part of the country.
Jennifer has worked in financial services since 2002 where she started as a Paraplanner for an IFA in London. She also worked for IFA firms in Reading and Oxford before joining Chadwicks as a Paraplanner in 2010.
Jennifer is Advanced Diploma qualified and has achieved Chartered Status. She is also a Fellow of the Personal Finance Society.
In her spare time, Jennifer enjoys spending time with her family and walking her dog.
Clare joined Chadwicks IFA in December 2018 as an Administrator and spends her time providing admin support for the team of Financial Advisers. Previously Clare has worked in Marketing roles for national & international brands.
Clare is currently studying for her diploma in Regulated Financial Planning.
Clare lives in Cheshire with her husband and two children. In her spare time see enjoys walking and spending time with her family and friends.
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.
Shaun joined Chadwicks IFA in September 2020 as a trainee Paraplanner. Shaun has several years of experience in the financial services industry having worked in an adviser and client support role for Sanlam Wealth Planning and also has experience in Retail Banking.
Shaun holds the CII Certificate for Mortgage Advice and is currently studying towards his Diploma in Regulated Financial Planning.
In his spare time, Shaun is a keen guitarist and enjoys trail running and going to the gym.
Lee has worked in financial services since 1998 where he started as an Independent Financial Adviser based in North Wales. He has since worked as a Financial Adviser for another IFA in the North West and closely as a paraplanner for a number of Financial Advisers in the North Wales area before joining Chadwicks as a Paraplanner in April 2021.
Lee holds The Diploma for Financial Advisers (DipFA) qualification.
In his spare time, Lee enjoys spending time with his family who keep him extremely busy with their dancing and gymnastics activities.
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 Oxford and is an avid golfer in his spare time.
Bal has over 10 years experience working in a Business Development role. He has previously worked for HBOS as a Corporate Sales Manager and Exacta Plc as a Business Development Manager. The latter role involved talking to Finance Directors about property taxation.
In his current role at Chadwicks, Bal communicates with Personnel Managers and Training and Development Managers to explain the benefits of financial education in the workplace.
He enjoys spending his spare time with his partner and two young children. When he can he also plays football for a local team.
Jennie helps support our Marketing and Business Development efforts at Chadwicks IFA. She spends time helping arranging events and speaking with people who have attended one of our events.
Jennie is married to John Chadwick, Managing Director of Chadwicks IFA.
Jamie joined Chadwick’s in August 2021 as a marketing assistant. His main role in the Chadwick’s team is to help Matthew with marketing tasks and assist in making sure all things events, are running correctly.
Prior to this, Jamie was at Helsby High Sixth Form studying towards an a level in business.
In his spare time, Jamie enjoys going to the gym and spending time with his friends taking part in social activities.
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 Wrexham and outside work enjoys spending time with friends and family, running and has recently qualified as a fitness instructor specialising in teaching Kettlebell classes.
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.
I help to provide admin support for all the Financial Advisers and Paraplanners within the company. I have many years of experience working within administration and customer services, although this is my first role within financial services. For this reason, I am undertaking my level 3 qualification in Financial Services Administration to improve my knowledge and skills further.
Outside of work I enjoy spending time with my family, taking my dog on long walks and playing hockey.
Hilary works with the administration team, supporting the advisers and paraplanners, her background in Insurance and client services over the years ensures she always aims to provide the best customer service possible when dealing with clients queries and requests. Having recently joined the Chadwick’s team to learn more about the processing side of the business, Hilary is really enjoying her role and is looking forward to expanding her knowledge and skill set.
Outside of work, Hilary enjoys family time, and is kept busy with 3 young grandchildren. To relax she enjoys her garden, growing her own fruit and veg, and taking long walks with her 3 dogs, and if a change of pace is required can be found riding pillion on her husband’s motorbike. Hilary is also involved with a small local group providing support to those in need in her local community.