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.

The Sounding Board

A unique resource that brings together unrivalled expertise to help business owners make big decisions better – and raise some money for a great cause.

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...

14 October 2024

2024 Pre-budget Thoughts

The upcoming budget has generated more debate, speculation and calls from clients than any other I can remember. We discussed Labour’s fiscal plans in our post-election webinar (and generally, despite the noise, our opinions remain pretty much as they were then). But there has an awful lot of noise and clients are understandably wondering if they should be doing something. Trying to second-guess the budget is the fiscal equivalent of market timing – it’s very difficult to get right and the chances are that, at best, you’ll make the right call about half the time. Our advice is that your starting point should be to decide what you want to achieve, look at the best way to fund it and then look for the most tax-efficient way of releasing those funds. Reversing that process and letting the tax tail wag the investment dog too often ends in tears – or at least disappointment.

Find out more about 2024 Pre-budget Thoughts

8 December 2023

'Sorry, we're cash only!'

The impact of the repeated increases to the interest rates on bond and equity markets has been harsh, leading to declines in asset valuations all while elevating the current returns on cash investments. In light of the current financial environment is it a good idea to switch to cash investments? As the old adage suggests, "cash is king", right? Well, not quite… Investing is a long-term endeavour - a horizon where cash suffers.

Find out more about 'Sorry, we're cash only!'

14 July 2023

The Big Picture

The post-Covid period has been a frustrating and often concerning time for investors who have seen poor returns against a backdrop of rising inflation and interest rates. In this note, James Bacon, one of our associate directors, reminds us of the importance of standing back to see the big picture.

Find out more about The Big Picture

1 June 2023

Buccaneers of The Financial Market

There are many hidden secrets waiting to be discovered and since ancient times, the allure of finding hidden treasure in unchartered territories has captivated the human imagination. Many courageous explorers have ventured into the depths of the ocean to try and unearth these precious treasures, but many have failed. In many ways, financial markets share many conceptual similarities with the ocean - mainly that markets are also deep and liquid. But thankfully, we seem to know a lot more about markets than we do about the ocean.

Find out more about Buccaneers of The Financial Market

Watch our latest videos...

5 November 2024

The 2024 Autumn Budget

Watch now...

10 July 2024

2024 Election - What Next?

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14 November 2023

Grow Your Money Masterclass recap

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1 September 2023

Know Your Money

Watch now...

Upcoming Masterclasses...

Award-winning expertise

  • New Model Adviser Top 100 - 2017, 2021, 2022, 2023 & 2024
  • Winner - Citywire NMA East of England 2022 & 2023
  • Finalist – Norfolk Business Awards 2022 & 2023 – Small Business
  • Apprentice of the Year 2023 - Norfolk Education Awards - Yuliia Vasylenko
  • Finalist - Money Marketing Awards 2020 & 2022 - Next-Gen Advice Firm
  • New Model Adviser 'Top 35 under 35' 2021 - Radostina Dencheva
  • Winner - Norfolk Business Awards 2018 - Knowledge Pioneers
  • Gold Award - Best Employers - Eastern Region 2018
  • Future50 Member - 2018 cohort