Our People

Karen Cooper

Principal and Independent Financial Adviser and Equity Release Specialist

Some financial advisers would have you believe that what we do is all about spreadsheets, charts, and actuarial data. I disagree. To me, it’s all about people. And that’s been my belief throughout the 33years I’ve spent at Chadwick Financial Management, the family firm in Dartmouth. I love being part of a small community here in Dartmouth and know each of my clients personally and I pride myself on giving them excellent advice, which is just as well as I bump into them in the street every day!. I am a longstanding Top Rated IFA at Vouched For and a member of the Later Life Academy. I aim to have a lifelong professional relationship with every one of my clients –I’ll be there for you every step of the way, ready to offer you advice on every aspect of your financial life and I specialise in later Life Advice which includes pension review and planning and general to retirement planning and investments plus Equity Release and Estate Planning. I began my career at an insurance company, was headhunted by the Knightsbridge mortgage adviser John Charcol in the Eighties and have been here in Dartmouth since 1991… but more importantly, I’m looking forward to working with you.

Callum Pye

Independent Financial Adviser & Equity Release Specialist

As someone who prides themselves on building relationships with customers and clients over a 30-year period in Operational Business Management, I became a Financial Adviser after a conversation with my father-in-Law who had spent his entire career in supporting and guiding people with their finances. I quickly realised that it is was not just about providing facts and figures, but about knowing the clients needs and objectives and advising accordingly which in turn builds a long, effective, and trusting relationship with my clients.
Regardless of age, I pride myself on guiding clients through life’s financial tapestry and helping them as their objectives and circumstances change, as they inevitably do. I enjoy looking after clients and I’m fully qualified to advise on mortgages, protection, investments and pensions and hold a specific qualification in equity release. I look forward to meeting you and helping you along your journey.

Tanith Monroe

IFA Admin Manager

I have been working as an IFA administrator since 2012 in Devon and Bristol and qualified as an independent Equity Release adviser in 2021. Born in Paignton, I graduated from Swansea University in 2009 with a BA Hons in Classical Civilisation, focusing on Ancient Greek language and literature. Before moving into financial planning, I worked as a library assistant for a decade and am still an avid bookworm. When not in the office, I’m normally exploring the beautiful scenery of Devon with my daughter, tap dancing or playing the harp.

Lisa Ball (nee Bishop)

Independent Insurance Specialist

Specialising in Home & Property Insurance, I’ve spent the last 13 years proudly working with the small but perfectly formed team at Chadwick. We put our Clients first, so you will never be just another policy number to me, and I’ll never treat you like one. I won’t read you a script and you won’t have to choose from 62 different options to speak to me. I’ll take the time to get to know you and what you need. If you ever need help—whether it’s a question, a claim or your renewal—I’m just a call away. No call centres, no jargon—just honest information and friendly, personal support. Because getting cover that suits you, should feel simple… and you should feel looked after. When I’m not at my desk, you’ll find me either on a long woodland walk with my dogs, gardening, or drinking pink wine and eating really good hummus!