Chadwick Financial Management
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Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Self build
- Self employed
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Financial planning
- Wealth management
-
Tax & trust planning
- Estate planning
Chadwick House, 8 Hauley Road, Devon, Dartmouth, TQ6 9AA
Make an enquiry
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 highly 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.
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
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