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Chadwick Financial Management / Independent Financial Advisers

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Financial News

We are moving!

We have exciting news to share with you! After nearly 42 years Chadwicks will be relocating our offices. On Friday 22nd December we will be moving our operations to 2 Newcomen Road, Dartmouth. We are excited to be moving into a larger, and sunnier, space where we can better cater for our clients as our […]

Posted by Chadwick's Scribe on November 22nd, 2023

Chadwick Financial Management have been featured in ‘By The Dart’

  We were proud to be recently featured in the ‘By The Dart’ Magazine. It was great to be able to discuss the importance of being able to offer local advice through the last 2 years of unprecedented disruption. Having to learn on our feet to be able to work remotely whilst still offer the […]

Posted by Chadwick's Scribe on December 16th, 2021

Coronavirus Update December 2021

    The latest Government guidance announced that businesses should be working from home where possible starting Monday 13th December 2021. As a result, we will be closing our office from Friday 17th December. Following this, we will be closing down for Christmas with our last working day being Tuesday 21st December. We will then […]

Posted by Chadwick's Scribe on December 13th, 2021

A New Arrival at Chadwicks

Chadwicks are excited to announce that we are expanding our team with the arrival of Callum Pye as our new Financial Planning Consultant. Callum has said on joining Chadwicks: “I’m delighted to have joined Chadwick Financial Management as part of our exciting ongoing expansion to enable us to continue to provide the level of financial […]

Posted by Chadwick's Scribe on November 11th, 2021

Summer 21 Newsletter

Good afternoon The last year has made many of us pause and given us time to think about the world and the environment around us. The G7 meeting in Cornwall at the weekend has also been a very local reminder of climate change discussions and how these affect us.     At Chadwick, we have […]

Posted by Chadwick's Scribe on June 15th, 2021

Coronavirus Update June 2021

  Good afternoon I am very pleased to announce that the Dartmouth office will be officially re-opening on Tuesday 29th June. As a business with a pre-existing focus on technology, we were able to switch to working from home very quickly and easily but are now very much looking forward to seeing you face to […]

Posted by Chadwick's Scribe on June 3rd, 2021

Coronavirus Update January 2021

    The latest Government guidance announced that businesses should be work from home where possible for at least the next 6 weeks starting Tuesday 5th January 2021. As a result, we will continue to work remotely. We have been happily “meeting” with clients online using Zoom/ Teams or Facetime for video meetings, and this […]

Posted by Chadwick's Scribe on January 5th, 2021

Coronavirus Update November 2020

  The latest Government guidance announced that businesses should be work from home where possible for at least the 4 weeks starting Thursday 5th November 2020. As a result, we will continue to work remotely. We have been happily “meeting” with clients online using Zoom/ Teams or Facetime for video meetings, and this can and […]

Posted by Chadwick's Scribe on September 23rd, 2020

An Update for PruFund Customers

At Chadwicks we have many clients who use the PruFund as a way of investing. The PruFund has shown to have many benefits including:   Spreading the risk of your investment over a number of different types of investments such as cash, bonds, property and shares. Pooling money from all investors – which means greater […]

Posted by Chadwick's Scribe on September 1st, 2020

Could Equity Release help you during the Coronavirus Pandemic?

The global pandemic has changed the lives of everyone in the UK in many ways. From school closures to movement restrictions though to the financial implications of loss of earnings. Could Equity Release be the right option to help your loved ones during these unprecedented times?   Why Equity Release? Equity release refers to a […]

Posted by Chadwick's Scribe on May 29th, 2020