Individual Financial Advice

Independent Financial advice

How we can help

All of our services below are targeted towards delivering financial security for you and your family from qualified financial advisers.

Whether you have acquired a lump sum or built up a nest egg by saving regularly over the years, your money should be wisely invested to ensure your spending power is protected.

At Chadwicks Independent Financial Advisers, we design plans that are as individual and unique as you are. Holding Chartered Financial Planners status you can be at ease knowing that we are committed to the highest levels of technical and professional knowledge and competence.

Investment

Either Investing a lump sum or managing an existing portfolio, Chadwicks can help your investments to grow. 

Pension Planning

At Chadwicks, our team of professional investment specialists can assist in your choice of pension plan.

Protection

If you are looking to take out a new protection policy or review an existing one, see how Chadwicks can help. 

Mortgages

Whether re-mortgaging or looking to apply for your first mortgage. Chadwicks Mortgage team can help point you in the right direction. 

Equity Release

If you are aged 55+ and are considering unlocking the value of your home, a Chadwicks adviser can help guide you. 

Estate Planning

Implementing a plan to protect your wealth is one of the most important things that you will ever do.

Cash Flow Modelling

Helping you plan and make informed decisions about your financial circumstances both now and in the future.

Divorce

In what can be a difficult time for all, Chadwicks team can provide specialist financial advice  on a range of divorce issues. 

Retirement Planning

At this key stage in your life, let Chadwicks IFA help to transition your finances smoothly into retirement. 

Pension Lifetime & Annual Allowance

If you are affected by the lifetime or annual allowance, Chadwicks advisers can help reduce your tax implications.