Chadwicks IFA

Independent Financial Adviser  Pulford House, Chester, CH4 9EP
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FCA authorised
Last authorised 16th November 2020
Professional,ethical and plain english advice from a well established firm of Chartered Financial Planners
We can advise you on
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Annuity purchase
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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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Buy my next home
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Equity release
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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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Traded endowment policies
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Martin Smith
Independent Financial Adviser
Mark Knight
Indepedent Financial Adviser
Keith Marcroft
Independent Financial Adviser
Clair Lythe
Independent Financial Adviser
Kevin Horry BSc (Hons) Dip PFS
Senior Financial Consultant
Kate Pierce BA (Hons) Dip PFS
Director
John Chadwick BSC (HONS), APFS
MD
About us

We were established in 1997 and we are based in Pulford near Chester, Pall Mall in London 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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Pulford House, Bell Meadow Business Park, Pulford, Chester, CH4 9EP

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