Chadwicks Wealth
Clarity. Confidence. Advice That Matters.
Personal Wealth Management
Intelligent solutions, delivered with energy, empathy, and experience
You might be thinking about retirement, wondering what to do with surplus business funds, managing an inheritance or simply curious to compare advice. Whatever the reason, if you're considering working with a wealth manager, here’s what to expect from Chadwicks.
More Than Just Finances
Yes, we’ll help you find the right pension or investment strategy - that’s a given. But our real value lies in helping you make better decisions. We look at the bigger picture: your lifestyle, your goals, and the changes happening in your life. Our advice is thoughtful, personal, and designed to give you clarity and confidence.
Smart Planning Starts with Listening
We’re highly qualified, but we also know that good advice starts with listening. Overconfidence is one of the biggest risks in investing, and we’re careful to avoid it. Our team brings both technical knowledge and a healthy dose of humility - because safe, effective planning starts with asking the right questions.
A Team That Works Together
We genuinely collaborate, which means our advice is grounded in a broader understanding of your options. Alongside our core team of wealth managers, we draw on external expertise to deepen our view of the economic outlook and understand the human-side of decision-making. We’re big enough to offer robust, independent advice, and small enough to put you first. Enthusiastic, approachable, and focused on what matters most: your outcomes.
Helping You Navigate Life’s Decisions
Financial Planning isn’t black and white. Most decisions involve trade-offs, and rarely is there a single “right” answer. We use insights from behavioural economics to help you see the real issues more clearly. We’ll talk through your ideas, suggest alternatives, and guide you toward the best path forward - with no pressure, just thoughtful conversation.
Our goal? Advice that’s genuinely worthwhile. You’ll leave with a clearer sense of direction, greater confidence in your future—and yes, a pension or investment that’s right for you.
Wealth Management FAQs
What is wealth management, really?
Wealth management is more than just investing—it’s about aligning your financial decisions with your life goals. It includes pensions, tax planning, investments, protection, and estate planning, all tailored to your personal circumstances.
I run my own business - can you help me?
Of course! Business owners enjoy unique financial planning opportunities — but with flexibility comes complexity. From tax-efficient pensions and investments to life cover, there’s plenty of scope to align business and personal goals. But it’s vital to understand how much cash the business can safely release—saving tax isn’t worth it if it puts the company at risk.
We can help you strike the right balance: building personal assets while keeping your business strong, and always having a Plan B—just in case. Find out more here.
Do I need a lot of money to work with a wealth manager?
Not necessarily. What matters more is complexity. If you’re making big decisions - selling a business, planning retirement, managing an inheritance - we can help you make sense of it all, regardless of your starting point.
How is Chadwicks different from other advisers?
We focus on advice that’s genuinely useful. We’re independent, collaborative, and deeply experienced. Our team approach means you benefit from a broader perspective, and our conversations go beyond finances to help you make better life decisions.
Can you help with retirement planning?
Absolutely. We’ll help you model your future needs, explore how your business or assets fit into that, and guide you toward a retirement that’s both financially secure and personally fulfilling.
What if I already have an adviser?
That’s fine. Many clients come to us for a second opinion or to explore a different approach. We’re happy to have a conversation and see if we’re a good fit.