Chadwicks IFA

Independent Financial Adviser Pulford House, Bell Meadow Business Park, Pulford, Chester, CH4 9EP
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
Professional,ethical and plain english advice from a well established firm of Chartered Financial Planners
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Wealth management
Meet our advisers
John Chadwick BSC (HONS), APFS
MD
Accreditations
Chartered Financial Planner
Kate Pierce BA (Hons) Dip PFS
Director
Accreditations
Chartered Financial Planner
Kevin Horry BSc (Hons) Dip PFS
Senior Financial Consultant
Rob Hillock DipPFS
Operations Manager
Martin Smith
Independent Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Mark Knight
Indepedent Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
Keith Marcroft
Where to find us
About us

We were established in 1997 and we are based in Pulford near Chester and Rochester in Kent. Our clients live throughout the UK.

Our team of friendly and experienced advisers help clients to fully understand the options that are available to them in meeting their objectives.We specialise in providing advice for clients approaching retirement, at retirement and post retirement. Many of our existing clients are retired and they appreciate our ongoing advice on their incomes, investments and taxation.

We aim to establish long-term relationships with our clients and we hold annual review meetings with a large proportion of clients.

Our services

We specialise in helping individuals in pre-retirement, at retirement and post-retirement with independent financial advice. In particular we have strong experience in advice on investing a lump sum and pension planning. Many of our clients use our ongoing review service to ensure their investments remain appropriate to their aims.
Throughout the UK, a large number of Universities, Colleges, Local Authorities, NHS Trusts and Private Sector companies use our firm to provide Pre-Retirement Seminars for their staff. This has given us in-depth experience at advising employees before, at and post retirement.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

Chadwicks is a trading style of Chadwick Mclean Limited which is authorised and regulated by the Financial Conduct Authority.

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