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Chadwick Financial Management / Independent Financial Advisers

01803 834440

business owners

The duties and responsibilities of business owners or senior managers, don’t leave you as much time to find out about pensions, insurance and employee benefits as we’ve had to as Independent Financial Advisers.

Business Advice

You may be glad of our professional advice on a whole range of issues from company pension schemes to private medical schemes and key person assurance.

We call it Business Route Planning, which means we help you anticipate issues and challenges rather than reacting to them after they’ve taken you by surprise. In other words, prevention is better than cure.

We can help you deal as efficiently as possible with your responsibilities to your employees, but we also have the experience to help your business with financial planning and acquisitions, your own pensions and benefits, and your exit strategy or succession planning.

Depending on your needs, we can help you find the most beneficial company pension provider, help you sell the benefits

of these concepts to your employees, and ensure that everything is run properly and smoothly leaving you to focus on running your business.

Your employees, like you, may have concerns about pensions, private medical insurance and death-in-service benefits, but we’ll be able to demystify all of that for you and explain it in plain and understandable English. We can do that individually through drop-in surgeries or through seminars for large groups of employees.

You know you’ll be getting best value for money because we’re Independent Financial Advisers and are duty bound to offer you advice that’s appropriate to your needs, aims and attitude to risk.

In short, we make it our business to make your business better – and we’ll be happy to show you how if you give us a ring now on 01803 834440 or send us an e-mail at