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.


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


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


Wealth management built on an intelligent, dynamic approach.


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.


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


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


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

Watch our latest videos...

22 November 2021

Succession Foundations

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31 October 2021

Retirement Foundations

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30 September 2021

Investment Foundations

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22 April 2021

The Sounding Board - Voices of Experience

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Upcoming Masterclasses...

Business Planning - building value

16 February 2022

A business plan is the basic tool that should be in every business leader's armoury. How can you lead people if you can't show them where they're heading? How can you measure success without setting expectations? In this session we'll discuss ways to make the planning process more effective and consider the proposition that a business plan should be focused on building value.

Find out more and book

Navigating those 'That wasn't in the Plan' moments

9 March 2022

The entrepreneurial journey rarely follows the smooth upward-sloping trajectory confidently predicted in the myriad of cashflow forecasts presented to investors. More usually the journey is punctuated by a series of long, dark, sleepless nights spent trying to square a seemingly impossible circle. Arguably, these are the times we really learn about ourselves and how business works. In this session, Charles Cohen shares the lessons he learned when the tide turned against his business.

Find out more and book

Meeting Tomorrow's Challenges

30 March 2022

Most of the time our focus is on the current environment - what is happening in the economy, in politics and in the markets in the short-term. At Chadwicks we're equally interested in the long-term 'mega-trends' that will shape our future regardless of who has been partying where. This session takes a step back to look at the bigger picture and consider how we might meet the challenges presented by the long-term mega-trends.

Find out more and book