Welcome to Chadwicks

At Chadwicks, we understand wealth management is about more than just money. It starts with building strong and successful personal relationships with our clients.

Everything we do is of exceptional quality, which means being authentic, being different and being sensibly priced. It means we enthusiastically embrace continuing learning and improvement and are curious to find out more about the world around us.

Learn more about Chadwicks...

The Team

Our enthusiasm & commitment are what makes us different.

Insight

Things we have found interesting, surprising or that simply make life better.

Enterprise

A refreshingly different approach – a real interest in what drives you and your business.

Wealth

Wealth management built on an intelligent, dynamic approach.

Masterclasses

Delve deeper into issues facing businesses and investors at our Insight Masterclasses.

Work with us

Whether you're newly graduated or an experienced professional - if you share our values we are keen to work with you.

Trust. The most important element in our relationship with our clients.

insight

As a learning organisation we are keen to share our knowledge - and anything else that interests us.

enterprise

Our passion for business drives our enthusiasm for helping businesses with ambition.

wealth

Our dynamic, intelligent approach means we can meet the needs of our clients today, tomorrow and in the future.

Read the latest from our blog...

4 January 2021

2020 Hindsight

It is important not to be defined by our bad experiences. Whilst it is vital to learn lessons from powerful and extraordinary experiences, we must be careful not to learn too much from the unusual nature of these experiences.

Find out more about 2020 Hindsight

7 December 2020

Rishi Sunak - More Milton than Keynes?

The economy has two levers, fiscal policy and monetary policy, and one spanner, political intervention. Unfortunately, an inflationary political spanner in the form of Brexit is about to be thrown into the machinery of the economy.

Find out more about Rishi Sunak - More Milton than Keynes?

21 October 2020

If at first....

No immediate and clear good comes out of these failures. There is no progression. It just sucks. It hurts and it takes time to get over it. Life is full of these sorts of failures which are rarely mentioned because we are ashamed of them.

Find out more about If at first....

9 January 2020

Not waving but drowning

In the financial world we were also staggering to our feet after two years of being tossed around by the stormy seas of the financial crisis. As Warren Buffet said at the time ‘It's only when the tide goes out that you learn who has been swimming naked’ and as the waves of the crisis receded there seemed to be an awful lot of people looking sheepishly for a pair of Speedos to hide their hubris.

Find out more about Not waving but drowning

Upcoming Masterclasses...

Life 2.0: After the Pandemic

24 February 2021

2020 was a period of almost unprecedented change. Will life ever return to how it was before we'd even heard of Wuhan? This session explores how our attitudes have changed and the implications for our Life 2.0 - what we do after we stop working.

Find out more and book

Life 2.0: Investing After the Storm

24 March 2021

While markets have generally recovered, this is in large part down to the extraordinary measures taken by governments and central banks across the world. This session explores the longer-term economic and market implications of those measures and the increasing relevance of long-term trends, focusing on the potential impact on our ability to fund Life 2.0.

Find out more and book

Life 2.0: Making It Happen

21 April 2021

In this session we bring together the themes and our learnings from the previous two Masterclasses. We'll draw on your thoughts on how the Life 2.0 you want to live has evolved during the pandemic; we'll look at what are reasonable income expectations from our investments and we'll demonstrate the value of lifetime cashflow modelling.

Find out more and book