Partnership. Guidance. Results.

Nestled amidst the charming landscape near Chester, Chadwicks Independent Financial Advisers has been guiding individuals and families toward secure and prosperous financial futures for over 20 years. Guided by a staunch commitment to unparalleled expertise and personalized care, we are dedicated to empowering clients with the knowledge and guidance needed to navigate the complex financial landscape.

Our Expertise

Our team of seasoned professionals holds the esteemed Chartered Financial Planner (CFP) designation, signifying their adherence to the highest ethical standards and rigorous educational qualifications. We offer a comprehensive range of services designed to meet your unique needs across various financial aspects, including:

Investment & Retirement Planning

Tailored guidance on investment strategies, retirement planning, and wealth accumulation.
Comprehensive analysis and optimization of your existing investments.
Assistance with pension planning and maximizing your state pension.

Financial Planning & Protection

Mortgage planning and remortgaging strategies.
Comprehensive estate planning including trusts and wills.
Risk management strategies to protect your assets from unforeseen circumstances.

Retirement & Pension Planning

Individual Pension Planning and reviewing your existing plans.
Guidance on maximizing your state pension and private pension schemes.
Practical steps for securing your financial future in retirement.

Cash Flow & Wealth Management

Comprehensive analysis of your income and expenditure patterns.
Development of a personalized cash flow management plan.
Strategies for optimizing your wealth and achieving your financial goals.

Our Approach

We believe in building strong, personal relationships with our clients. Every individual has unique financial goals and circumstances, and we take the time to understand your unique needs and aspirations. Our three-step process ensures a clear and transparent approach to financial planning:

1. Partnering with a dedicated Financial Adviser

2. Assessing your financial situation

3. Developing a personalized plan tailored to your needs

Our Values

At Chadwicks, our core values of integrity, transparency, and personalized service underpin everything we do. We are committed to:

Integrity: Upholding the highest ethical standards and providing unbiased advice.
Transparency: Clear and open communication throughout the entire process.
Individuality: Tailoring our approach to your specific needs and goals.

Experience Financial Success with Chadwicks

If you are seeking knowledgeable, experienced financial guidance to secure your financial future, contact Chadwicks Independent Financial Advisers today. We look forward to partnering with you on your journey towards financial success.

Update Share

Reviews (18)

Write a Review

Positive: The reviewers are extremely satisfied with the services provided by Chadwicks, praising the advisers' expertise, friendly nature, and quality of service.

Overall Satisfaction

The reviewers are extremely satisfied with the services provided by Chadwicks, with all of them giving a 5-star rating.

Advisers' Expertise and Friendly Nature

The advisers, including Robbie, Kevin Horry, and Kate, are praised for their knowledge, friendliness, and professionalism. They are commended for taking the time to understand the clients' concerns and providing tailored advice.

Quality of Service

The reviewers appreciate the responsiveness, reliability, and quality of service provided by Chadwicks. They are impressed with the clarity and simplicity of the advice, making complex financial concepts easier to understand.

Positive Aspects

The reviewers highlight the following positive aspects of Chadwicks' services: