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...

New Generation Investing - An income for life

19 September 2018

Investing against a background of persistently low interest rates presents new challenges for people looking for long-term income. We start this session by reviewing investment theory to get a core understanding of how markets operate.

Find out more and book

Intergenerational Investing

17 October 2018

Investing for the benefit of future generations warrants a different approach. We look at the opportunities that present themselves when the investment time horizon is extended.

Find out more and book

Patient Capital Investing

14 November 2018

Is investing in small, fast growing businesses a fast-track to untold riches or simply gambling by another name? This session uncovers the reality of Angel Investing.

Find out more and book

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