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Chadwick Financial Management / Independent Financial Advisers

01803 834440   discover@chadfinman.com

PruFund

Important News from The Prudential

We are pleased to confirm exciting news – just announced – from Prudential regarding their ‘With Profits’ Fund and PruFund.

ethical investing devon

An Ethical Investment Portfolio To Be Proud Of

Investing may be the best way to build wealth, but there are an increasing number of people who are selective about their investments. Investing in armaments and tobacco used to be at the heart of many portfolios. Many people now prefer not to include them and want to build an ethical investment portfolio they can […]

yolo

Planning Your Financial Future

While it’s often a positive thing to live in the moment, for many people, YOLO is gambling with your financial future. For those of you who are not aware, YOLO stands for ‘you only live once’. It is often used to rationalise a hedonistic lifestyle, filled with spur of the moment purchases and experiences, such […]

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Chadwick Financial Management is a trading style of Yorke Finance Ltd, which is authorised & regulated by the Financial Conduct Authority 756100

Company registered in England and Wales no. 06005593

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY LOANS SECURED ON YOUR PROPERTY. A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN, WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE. PENSIONS ARE NOT NORMALLY ACCESSIBLE UNTIL AGE 55. YOUR PENSION INCOME COULD ALSO BE AFFECTED BY INTEREST RATES AT THE TIME YOU TAKE YOUR BENEFITS. THE TAX IMPLICATIONS OF PENSION WITHDRAWALS WILL BE BASED ON YOUR INDIVIDUAL CIRCUMSTANCES, TAX LEGISLATION AND REGULATION, WHICH ARE SUBJECT TO CHANGE IN THE FUTURE. THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.

Business Office: 2 Newcomen Road, Dartmouth, TQ6 9AF.
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