Chadwick Financial Management

Independent Financial Adviser Chadwick House, 8 Hauley Road, Devon, Dartmouth, TQ6 9AA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
One of Vouched For UK Top Rated IFA 2019 Local Trusted Independent Financial Advice from an All Female Firm
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Karen Cooper DIP PFS (DIPLOMA) CELTM CERER
Director and Financial Adviser and Equity Release Specialist
Sylvia Read DipPFS
Financial Adviser
Where to find us

Chadwick House, 8 Hauley Road, Devon, Dartmouth, TQ6 9AA

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Compliance

Authorised and Regulated by the Financial Services Authority 756100
The FCA does not regulate taxation or some Buy to Let Mortgages

Similar advisers near you

Independent Financial Adviser 6.01 mi
Independent Financial Advice at our high street office in Paignton town or the comfort of your own home
 
Independent Financial Adviser 6.98 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 7.24 mi
Our passion is far-reaching and infectious. Everything we do is with you, your business and your loved ones.
 
Independent Financial Adviser 7.31 mi
We are fully independent, transparent and work only for the long term interests of our clients.