Chadwick Financial Management

Independent Financial Adviser  Chadwick House, Dartmouth, Devon, TQ6 9AA
First meeting at adviser's own cost
One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Sylvia Read DipPFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Karen Cooper DIP PFS (DIPLOMA) CELTM CERER
Director and Financial Adviser and Equity Release Specialist

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

About us

Chadwick Financial Management, established in 1987, are authorised with the FCA as a trading style of Yorke Finance Ltd. We provide friendly professional independent advice from the whole of market in Devon, Dartmouth, and nationwide. Karen Cooper is an Equity release specialist and a member of the Equity Release Council and Later Life Academy and a UK Top Rated rated adviser on Vouched For. We pride ourselves on our long standing client bank and reputation and offer local trust advice. We use market leading technology and online investment tools, enabling us to reach clients nationwide too. We are an All Female firm and work with local like-minded businesses and clients best interests are the focus of our firm.
All costs will be discussed at your first meeting and the initial meeting will be at our expense.

Our services

We have over 35 years experience in providing local and professional independent advice in Dartmouth and thoughout the South Hams and Tiverton and nationwide. Specialising in Later Life Advice but also offering Local Trusted Advice and have a long standing client bank and reputation we are proud of. We are an All Female firm and use the latest technology to offer our clients a suite of online services, secure client sites, real time valuation for their portfolios; online investments but also face to face advice if preferred too. High Street premises in Dartmouth for over 35 years

Where to find us
Head office address: Chadwick House, 8 Hauley Road, Devon, Dartmouth, TQ6 9AA
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020

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