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
Wealth Manager & Head of Innovation
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 Head of Innovation - 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.
James Watson PhD
External Investment Committee Member
I am interested in the limits to conventional monetary policy
Upcoming Masterclasses...
Employee Ownership Trusts - an introduction
26 February 2025
The steady reductions in Business Asset Disposal relief announced in the Autumn Budget have led many to reconsider their exit options. In this session we will look at a range of possible routes with a deeper look at Employee Ownership Trusts.