Chadwicks Insight

Sharing things we have found interesting, surprising or that simply make life better

As a learning organisation we are keen to share our knowledge - and anything else that we've enjoyed.

Read the latest from our blog...

6 October 2025

Baking a Bigger Cake

Zero-sum thinking isn’t just a bias; it’s shaped by lived experience. When jobs are scarce and resources limited, it can feel like someone else’s gain is your loss.

Find out more about Baking a Bigger Cake

1 September 2025

Death and Taxes

For years, pensions have offered a valuable shield from IHT and have played a key role in estate planning. Often, they were preserved until last and used to pass wealth down the generations. That is changing...

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2 July 2025

Do less, do better

As we enter the second half of 2025, it’s striking how much noise surrounded the market decline and how little attention the recovery has received. Economists widely agree the trade tariffs caused needless uncertainty but no lasting economic benefit. Our focus on long-term investing keeps us from reacting hastily to such events. History shows markets rise over time and declines are temporary. Sharp falls and swift recoveries are common and can be missed by those who check their investments only occasionally. This can help investors stay calm and avoid unnecessary anxiety.

Find out more about Do less, do better

19 May 2025

Ch...Ch...Ch...Changes

Lenin famously observed ‘there are decades where nothing happens and there are weeks where decades happen’. It feels a little like that here at the moment. While I wouldn’t claim we’re going through a revolution, many of the elements of the evolution we’ve been steadily stewarding over much of the last decade have combined to create what feels like a pivotal moment.

Find out more about Ch...Ch...Ch...Changes

Watch our latest videos...

9 September 2025

Death and Taxes Webinar September 2025

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9 April 2025

Q1 2025 Review - Trump, The Spring Statement and Markets

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5 November 2024

The 2024 Autumn Budget

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10 July 2024

2024 Election - What Next?

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Insight. the ability to perceive clearly or deeply the inner nature of things.

Stories about people and things that we enjoyed...

15 July 2024

How Top 100 IFA Chadwicks uses passive equities to beat inflation

This article appeared in New Model Adviser in July 2024

Find out more about How Top 100 IFA Chadwicks uses passive equities to beat inflation

20 December 2020

The long-term drivers of return in financial markets and economies

In this Research Note James Bacon and Lee Nguyen explore the factors driving growth and the implications for our investment process

Find out more about The long-term drivers of return in financial markets and economies

1 October 2019

Fifty shades of green: the world of sustainable investment

Investment Analyst Radostina Dencheva contributed an article on the future of socially responsible investments to the recently launched publication, 'Visions of a Sustainable Future.' (2019). This collection of thought pieces form a multidisciplinary perspective on the key challenges and transformations facing us all in ensuring a sustainable future.

Find out more about Fifty shades of green: the world of sustainable investment

4 September 2019

Libby Toms: My Month at Chadwicks

We enjoy having young people working with us to gain experience of work in the 'real' world. Some are here for a week, some for longer. Libby spent a month with us over the summer and here are her reflections.

Find out more about Libby Toms: My Month at Chadwicks

27 February 2019

A World of Milk

Content Consultants, are committed to developing a full understanding of their target audience as the first step towards building the perfect solutions for their needs. As such, they conducted focus groups with women to learn more about what was preventing Mexican women from breastfeeding. The women told them that advertisements had convinced them that formula milk is better than their breastmilk. What a topsy turvy world!

Find out more about A World of Milk

5 December 2018

Ormiston Families MPower Project

During 2018 we've been supporting Ormiston Families' MPower project that supports parents who have had a child taken into care. The Mpower project has made a significant impact on the lives of vulnerable women who are largely forgotten in society. The grief and loss they suffer on top of the other challenges they face in their lives is hard to bear.

Find out more about Ormiston Families MPower Project

5 November 2018

A hut at night? Shepherd's delight!

For those fond of glamping, the answer can be delivered to your doorstep in the shape of an English Shepherd Hut, and you don’t have to tend a herd of sheep to get one. The huts combine the timeless traditional charm of a historic hut with countless modern innovations to make them both beautiful and functional.

Find out more about A hut at night? Shepherd's delight!

18 October 2018

The Funding Conundrum

For our May 2018 Insight Masterclass we were delighted to be joined by Nick Harding. We have worked with Nick for over twenty years and watched him build a series of successful businesses, starting with a management buy-out of a division of Rank in 1996.

Find out more about The Funding Conundrum

Upcoming Masterclasses...

2025 Autumn Statement

3 December 2025

With the UK’s fiscal landscape under pressure, it’s widely expected that tax rises are on the horizon. In this session, we’ll unpack the key changes to taxation and explore what they could mean for the wider economy and investment outlook.

Find out more and book