I needed a safe investment which could offer me a regular income. Karen has helped me to gain this income whilst also maintaining my savings. Always a prompt and reliable service.

Angela, Dorset.

Callum has provided comprehensive answers to all my questions regarding pensions and retirement planning. I have since transferred a number of my pensions and consolidated them under one provider.

Gary, Devon.

Karen gave me a full and detailed range of options and got to know me before helping me to decide what type of investment would suit me best. She is really friendly and approachable to someone who knows nothing about financial investments.

Celia, Devon.

I was recommended Callum from our accountant. He is very professional and knowledgeable and takes you through every step at ease, so you understand everything, as it’s a minefield. He finds the right pension that suits your personal situation and future objectives.

Wayne, Devon.

Karen provided me with an in-depth review of my circumstances followed by a forward planning proposal to help consolidate my pension plans. Good service and communication.

Colin, Devon.

Callum has sorted out our pensions and transferred them into one fund each which is better for us and easy to keep track of. Callum also set up ISAs for us for a large part of our savings. All explained in an understand way and we have Annual reviews to keep track of where we are.

Carol, Devon.

Karen explained everything in a way that was easy to understand and was helpful and knowledgeable when we had any questions.

Andy, Devon.

Callum is very professional, highly knowledgeable and easy to talk with . If I had any questions, he answered in a manor I could understand. Very happy with the service Callum provided.

Martin, Worcestershire.

Karen helped me end my interest only mortgage and help set me up for the future in a clear and understanding way. The service was all that we could have asked for.

Mel, Devon.

My wife and I have used Callum as our Financial Adviser for a number of years. First class service at all times. Breaks all information down to layman’s terms and ensures full understanding at every stage of discussions and actions.

Phil, West Midlands.

I have been a client of Chadwick Financial Management for seven years. Karen Cooper is an excellent advisor and looked after my portfolio, advising when and where my money should go to get the best results. I had regular meetings and updates regarding my Bonds, and Karen always kept in touch – I am a widow and I always felt in safe hands with Karen.

Jane, Devon.

My husband and I were looking to get a joint mortgage and buy a bigger property. Callum was recommended to us and was absolutely amazing. He gave us all the information we needed and answered all of my questions. He replied to emails very promptly and took us through each stage to our eventual purchase of our dream home. 

Abby, Leicestershire.