Insight Masterclasses

Our 2018 Insight Masterclasses focus on an entrepreneurial lifecycle - from building a profitable business, preparing this for succession and, finally, enjoying the proceeds.

Our Masterclasses aim to give you a good introductory understanding of issues underpinning some of our more important financial decisions. The tone is relaxed but professional and we encourage group discussion.

Our aim is that you leave having learned something new, interesting and useful.

We make no charge for our Masterclasses but if you've found it interesting could we ask you to consider a donation to Ormiston Families' MPower project, which supports parents who have had a child taken into care.

For more information on why we are proud to support this charity please visit our Virgin Giving page.

Register here

Upcoming Masterclasses...

Winning the War for Talent

25 April 2018

Attracting and retaining top talent is key to business success. We are joined by Jeanette Wheeler and Lottie Seaborn from Birketts to look at non-financial incentives alongside employee share ownership options.

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All you ever wanted to know about Business Succession... but were afraid to ask

9 May 2018

Selling a business represents a once-in-a-lifetime opportunity to realise the value of a lifetime's work. We're delighted to be joined by serial entrepreneur Nick Harding, who will discuss the challenges he has faced in buying and selling almost half a billion pounds worth of businesses, and Nat West's Simon Lubbock who will look at funding options.

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Megatrends, Millennials and Electric Dreams

6 June 2018

The Millennial generation grew up through the financial crisis and will inherit the effects of two centuries of industrial climate abuse - what can they expect and how are they reacting?

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What people have to say about previous events....

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Finance and Operations Director | Jarrold Norwich

Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances.

Lindsey Mack | Director | CloudQast