Empowering You to Achieve Your Financial Goals
At Chadwicks Independent Financial Advisers, we design plans that are as individual and unique as you are. Holding Chartered Financial Planners status means you can be at ease knowing that we are committed to the highest levels of technical and professional knowledge and competence. For more than 20 years, we've achieved great results for 1000's of clients across the country - We're proud to be built on recommendation.
Our Services
We pride ourselves on being approachable, friendly, knowledgeable, and truly independent. Our experienced, qualified team of investment specialists has been providing ethical, professional, and impartial advice from our office near Chester since 1997. We offer a wide range of financial services, including Investment Advice, Retirement Planning, Protection, Mortgages, Pension Planning, Estate Planning, Cash Flow Modelling, and Equity Release. Our team of experts will partner with you to understand your financial situation and provide a bespoke report tailored to your specific needs.
Our Approach
At Chadwicks, we like to make financial advice as straightforward as possible. Whether investing a lump sum or re-mortgaging, our three-step process takes you through the steps of your financial planning. First, we partner you with a qualified Financial Adviser who specialises in your area of interest. Next, we conduct an initial consultation to understand your financial situation. Finally, our adviser, along with a member of our Paraplanner team, will prepare your bespoke report.
Financial Wellbeing at Work
We support employers throughout the United Kingdom to help improve their employees' Financial Wellbeing. From one-off Financial Wellbeing workshops to 12-month contracts, we have a range of options to support all organisations. Our goal is to provide a positive impact on employees' financial health, leading to increased productivity and job satisfaction.
Online Support
From Chadwicks, we provide online resources to support your financial journey. Our calculators, guides, and videos are designed to educate and empower you to make informed financial decisions. Whether you're looking to understand mortgages, pensions, or investments, our online support is here to help.
Excellent Service and Professionalism
Knowledgeable and Friendly Advisers
The advisers at Chadwicks have been consistently praised for their exceptional knowledge and friendly demeanor. They take the time to listen to clients' concerns and provide personalized advice, making complex financial information easy to understand.
Professionalism and Responsiveness
The financial consultants at Chadwicks have been commended for their professionalism and responsiveness. They are thorough, supportive, and non-judgmental in their approach, providing clients with a sense of empowerment and confidence in their financial planning.
Seminars and Webinars
The pre-retirement webinars and seminars offered by Chadwicks have been well-received, providing informative and clear guidance on topics such as tax, savings, and pensions.
Personalized Financial Planning
Clients have appreciated the tailored advice and guidance provided by Chadwicks' consultants, who take into account individual circumstances and goals to provide bespoke financial planning solutions.
Highly Recommended
Without exception, all clients have highly recommended Chadwicks and their financial consultants, praising their excellent service, professionalism, and expertise.
