I’m immensely proud of the Chadwicks team. Their enthusiasm for doing the best for our clients and their commitment to continued learning are what makes us different.
Richard Ross
Director
James Bacon
Associate Director - Chartered Financial Planner
We live in a World of rapid change, I am committed to embracing this change and ensuring that the financial plans we design for clients are fit for the future
Radostina Dencheva
Associate Director - Chartered FCSI, Chartered Wealth Manager
I’m Radi, a Chartered Wealth Manager at Chadwicks where I help clients with everything to do with their finances and investments.
Lee Nguyen
Senior Associate - Chartered Financial Planner
Lee is fascinated by how technology can be used to enhance the wealth management experience for clients.
Clare Montgomery
Chief Transformation Officer
Passionate about harnessing data, insight, and technology to solve complex challenges, Clare is particularly interested in how AI can be responsibly integrated into professional services to enhance both efficiency and client experience
Angela Brett
Associate Director - Marketing
Passionate about delivering a first-class customer experience and developing company culture and best practice.
James Ross
Associate Director - Operations
I am responsible for improving our back office functions so we can give a first class service to our clients.
Vanessa Forster
Client Services Manager
I’m Vanessa, Client Services Manager. I ensure the smooth day to day operations of the Chadwicks client experience with a friendly, professional and proactive approach.
Alex Meadowcroft
Graduate Trainee Wealth Manager
I am interested in the role financial coaching plays within advice, and always enjoy helping clients to have clarity on how their own financial circumstances interact with the wider world
Stirling Watt
Graduate Trainee Wealth Manager
I’m Stirling, Trainee Wealth Manager & Digital Champion. I’m passionate about emerging technology that makes our advice more impactful and accessible.
James Watson PhD
External Investment Committee Member
I am interested in the limits to conventional monetary policy
Ariel GU PhD
External Behavioural Finance Consultant
Dr Ariel Gu is an Assistant Professor in Behavioural Finance at the University of East Anglia and serves as the Research Lead for the Behavioural Finance cluster at the Centre for Behavioural and Experimental Social Science (CBESS). Ariel helps the Chadwicks team better understand the drivers behind financial decisions
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.