
Free Initial Consultation
To arrange a free initial consultation with one of our qualified Financial Advisers. Simply place your details into the form below and we will be on contact.
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.
We understand that you will have specific aims depending on your personal circumstances when it comes to investments and Wealth Management. These could include:
If you are having thoughts about using a financial adviser. You can find out more about Chadwick services with a free initial consultation. Whether by phone, in person or video call.
You may be cautious, balanced, or adventurous in your approach to investment, depending on your goals and experience. We carefully judge your attitude to risk using a bespoke analysis package consisting of questionnaires, scenarios and discussions.
There are many different asset types, each of which carries different risk and return profiles. Examples include cash, gilts, corporate bonds, shares and structured products. Combining some or all of these options, based on your attitude to risk, can produce a diverse portfolio designed to ensure optimal returns in a variety of market conditions.
Minimising your tax burden – your current financial position, income, tax status and goals are taken into account as we create a tax-efficient solution to suit your needs. This could involve using ISAs, general investment accounts, pensions or investment bonds.
With more than 13,000 different funds available, covering all investment asset types, impartial and professional advice on fund selection is crucial. Our, investment committee meets four times a year and regularly scours the market for the best products on offer. We also call upon the services of several major discretionary fund managers, ensuring every opportunity is explored to identify the best solution for you.
Retaining sufficient cash in banks and building societies is important for most people looking to invest their hard-earned money. We check the interest rates and terms on deposit accounts and cash ISAs and will advise on the best account(s) for you.
Many people find it simple and convenient to hold their investments and pensions on a platform or wrap in a wrap or fund supermarket. These ease the burden of administration and enable easier portfolio valuations and management. We use a variety of providers to ensure we identify a solution that matches your circumstances and aims.
We realise that there are many options when it comes to Investment and Wealth Management. Here are just a few reasons to speak with Chadwicks IFA.
Over 100 years of collective experience
Advising clients for over two decades
To arrange a free initial consultation or speak with a member of our team. Simply contact us using the form on this page. Alternatively, call or email us using the below details:
01244 317 111
020 7692 0615
hello@chadwicksifa.com
To arrange a free initial consultation with one of our qualified Financial Advisers. Simply place your details into the form below and we will be on contact.