Chadwicks Wealth

An intelligent evidence-based approach, delivered by a strong, enthusiatic team

Do you live for today or for tomorrow? We can help you do both.

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Our Investment Philosophy

An intelligent approach to investing.

Our Socially Responsible Investment Philosophy

A balanced approach to SRI that retains robust risk controls.

Our Risk Philosophy

Managing risk effectively.

Our Fee Philosophy

Our fees are fair and transparent.

Wealth. an abundance of valuable resources.

Read the latest from our blog...

14 July 2023

The Big Picture

The post-Covid period has been a frustrating and often concerning time for investors who have seen poor returns against a backdrop of rising inflation and interest rates. In this note, James Bacon, one of our associate directors, reminds us of the importance of standing back to see the big picture.

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1 June 2023

Buccaneers of The Financial Market

There are many hidden secrets waiting to be discovered and since ancient times, the allure of finding hidden treasure in unchartered territories has captivated the human imagination. Many courageous explorers have ventured into the depths of the ocean to try and unearth these precious treasures, but many have failed. In many ways, financial markets share many conceptual similarities with the ocean - mainly that markets are also deep and liquid. But thankfully, we seem to know a lot more about markets than we do about the ocean.

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2 May 2023

Don't be Amazed - Succession can be Successful!

I’m not really sure if I like mazes. Hampton Court was my nemesis – the grim realisation, as I found myself at yet another dead end, that although I knew there must be a way out there was no guarantee I’d find it.

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28 April 2023

Steady On!

Perfection is the sum of doing lots of little things well. As professional investors we are obsessed in the pursuit of finding that extra 0.01% to enhance the future outcomes for our clients. While we have various investment strategies, one of the simpler and more noteworthy techniques we use is proactively rebalancing each of our clients’ portfolios. 

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Watch our latest videos...

22 March 2023

The 2023 Spring Budget

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30 January 2023

2022 - what it meant for retirement income prospects

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24 November 2022

Autumn Statement. November 2022

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1 August 2022

Warren Buffet’s Two Rules

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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.

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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.

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