Chadwick Financial Management - Independent Financial Advisers

23/06/2026

Thinking about retirement but not sure where to begin?
Planning ahead can feel overwhelming, but having the right guidance makes all the difference. Our free guide, "5 Steps to Retirement," is a great place to start—designed to help you make confident decisions for yourself and your family.

📥 Download it here: http://ow.ly/yv2q30mGBdw

Have questions? We're here to help. Call us on 01803 834440 or email [email protected] for friendly, local advice you can trust.

19/06/2026

We can't wait! 💃🥂🚣‍♀️⛵️

16/06/2026

At Chadwicks, we have a wealth of resources to help you make better decisions about your financial future. We regularly update these, and they are free to download! Head over to our downloads page to find out more. https://chadwickfinancial.uk.com/our-downloads/
If you would like to discuss any aspect of your financial planning then please speak to us to find out all of your options. Call us on 01803 834440, email [email protected], or follow the link in our bio to visit our website. With over 30 years of local, trusted knowledge Chadwicks can find the right option for your finances.

12/06/2026

Could interest rates go up? This article takes a look ahead to what decisions could be coming from the Bank of England. Are your savings and investments best positioned in the current financial climate? If you would like to discuss the financial implications of this on any of your savings or investment products then please give us a call on 01803 834440 or email [email protected] for trusted local advice.

The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

09/06/2026

At Chadwick Financial Management we continue to be a proud member of the UK's most trusted adviser network, VouchedFor. Thank you to everyone who continues to leave such positive reviews for Karen & Callum which have enabled them to once again achieve a 5 Star rating and maintain their position as one of the top financial advisers on the platform. If you want to find out more about VouchedFor, take a look at our updated page here.

We are proud to be part of the UK's most trusted adviser network Truly independent financial advice is a key part of our Chadwick’s offering. As a result we are proud to be part of the Vouchedfor network. Vouchedfor independently vet and monitor Financial advisers to ensure

05/06/2026

It’s halfway through Volunteers’ Week 1 - 8 June, which means there’s still plenty of time to volunteer to help at Regatta.

You can be local or a visitor, experienced or a newbie, and whether you are young or old doesn’t matter. There are lots of fun and rewarding roles - both in the run-up to our Regatta, as well as during the event.

Click in our website link below to see where we are seeking volunteers, and read about the perks that we can offer!

Don’t hesitate. Join us!

Thank you.

https://bit.ly/4dPWuoc

02/06/2026

Ready to make the most of your money and build the retirement you’ve always imagined? 🌅
It’s not just about protecting against what could go wrong — it’s about planning intentionally for what can go right.

Whether your dream is travelling the world, spending more time with family, or simply enjoying a slower pace… the future you want starts with the decisions you make today.

Download our latest guide from Chadwick Financial Management to start shaping a retirement that reflects your goals, your lifestyle, and your priorities.
Your ideal future isn’t accidental — it’s planned. ✨

🔗 Download via our website https://buff.ly/JUQPrPo

29/05/2026

Changes to the UK pension rules mean it is no longer safe from inheritance tax. Find out your options in this article and if you would like to discuss your retirement planning then please get in touch. With over 30 years of local, trusted knowledge, Chadwicks can find the right option for your finances. Drop by our office, call us on 01803 834440, or email [email protected] to speak with one of our advisers today. https://buff.ly/Dsi0GRT

Many people are taking action now, from taking family on holiday to paying off grandchildren’s student loans or giving tax-free gifts

26/05/2026

With today’s uncertain economy, many families are facing tough financial challenges. That’s why protecting you and your loved ones can always remain your priority. Learn how you can safeguard your mortgage in case your circumstances change by checking out our guide. Give us a call on 01803 834440 or email [email protected] for trusted, local, and impartial advice. Alternatively, visit our website for more information https://buff.ly/3tk6v86

22/05/2026

News this week has suggested that at least 15 million Britons aren’t saving enough to retire. If you would like to discuss your retirement planning, then please get in touch. With over 30 years of local, trusted knowledge, Chadwicks can find the right option for your finances. Drop by our office, call us on 01803 834440, or email [email protected] to speak with one of our advisers today. https://buff.ly/YIeMA7x

Just 4% of self-employed workers are putting cash into pensions, with ‘large groups across the UK facing a severe cliff-edge’