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.
Do you live for today or for tomorrow? We can help you do both.
Our Investment Philosophy
An intelligent approach to investing.
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Our Socially Responsible Investment Philosophy
A balanced approach to SRI that retains robust risk controls.
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Our Risk Philosophy
Managing risk effectively.
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Our Fee Philosophy
Our fees are fair and transparent.
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Wealth. an abundance of valuable resources.
8 December 2023
'Sorry, we're cash only!'
The impact of the repeated increases to the interest rates on bond and equity markets has been harsh, leading to declines in asset valuations all while elevating the current returns on cash investments. In light of the current financial environment is it a good idea to switch to cash investments? As the old adage suggests, "cash is king", right? Well, not quite… Investing is a long-term endeavour - a horizon where cash suffers.
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.
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.
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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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.