Wealth Management

helping you to manage your wealth

Wealth Management with Chadwicks IFA

Our experience

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.

our experts

We understand that you will have specific aims depending on your personal circumstances when it comes to investments and Wealth Management. These could include:

Investment for growth or income
Preserving capital against the effects of inflation
Minimising tax liabilities
Managing investment risk
Retaining easy access to funds
Ethical considerations

Free Initial Consultation

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.

helping you to manage your wealth

Our Wealth Management Process

01

Assessment

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.

02

Advice & Guidance

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.

03

Minimising Tax

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.

04

Choosing a fund

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.

05

Cash Management

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.

06

Platforms

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.

Choosing Chadwicks IFA

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

Chadwicks Pension Planning

Find out more about wealth management:

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:

Chester

01244 317 111

London

020 7692 0615

Email

hello@chadwicksifa.com