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...
Organic Growth Strategies
17 September 2024
This Masterclass explores organic growth, which involves expanding a business by leveraging internal resources and capabilities. It emphasises sustainable growth achieved through innovation, customer focus, and efficient operations.
Inorganic Growth Strategies
2 October 2024
This Masterclass considers inorganic growth strategies, focusing on how businesses can accelerate expansion and diversify their offerings through mergers, acquisitions, and strategic partnerships. This session covers the benefits, risks, and practical considerations of inorganic growth.
Collaborative Growth Strategies
12 November 2024
The final masterclass in this series focuses on collaborative growth strategies, emphasising how businesses can achieve growth by forming strategic partnerships, creating alliances, and building ecosystems that foster innovation and shared value.