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.
Angela Brett
Business Development Manager
Passionate about delivering a first-class customer experience and developing company culture and best practice.
Vanessa Forster
People Manager
I’m Vanessa, Chadwicks People Manager. I help our team develop and grow to meet their needs and the needs of our clients.
Lee Nguyen
Investment Analyst & Innovation Champion
Lee is fascinated by how technology can be used to enhance the wealth management experience for clients, which has led to his additional role of Innovation Champion - a badge which he wears with pride.
James Ross
Operations Manager
I am responsible for improving our back office functions so we can give a first class service to our clients.
Yuliia Vasylenko
Marketing Assistant
Helping deliver the attention to detail that make the difference between good and outstanding customer experience
James Watson PhD
External Investment Committee Member
I am interested in the limits to conventional monetary policy
Upcoming Masterclasses...
2023 - what it meant for prospects in 2024
9 January 2024
2023 is another year many will be glad to see the back of. As we go into the new year, this session will look back over the last 12 months before moving on to consider some positive aspects that suggest we may have turned a corner as we enter 2024.
Introducing Behavioural Economics
8 February 2024
Theories from the field of Behavioural Economics are being used increasingly by governments, regulators and companies to 'nudge' us towards the right decision - in their eyes at least. This session explores the foundations of this emerging field of study.