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.
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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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.
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.
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.