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...

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.

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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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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...

Nurturing Curiosity

12 March 2024

While cats may be well-advised to rein back their curiosity, it’s a characteristic the rest of us should embrace. Given the right environment, it's the curious who will make serendipitous discoveries, who will come up with the better solutions, who will find new opportunities – and who will be more fun to work with! We are delighted to welcome back two excellent speakers, Daphne Metland and Dr Wendy Ross, for what looks set to be a thought provoking exploration of this fascinating area of human behaviour.

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The 2024 Spring Budget and market update

13 March 2024

On the 6th of March the Chancellor of the Exchequer will present his budget to Parliament. Expect some headline grabbling changes as this is likely to be the fiscal event where any pre-election rabbits are pulled out of hats. In our session we'll look behind the headlines and consider the broader economic impact of any changes.

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Driving Innovation

23 April 2024

Sustainable competitive advantage is the holy grail of business. This session looks at the role developing an innovation culture has in creating market-leading products and services.

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