1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Powys
  8. breadcrumb-arrow
  9. Pen Y Bont Fawr
  10. breadcrumb-arrow
  11. Chadwicks IFA

Chadwicks IFA

Independent Financial Adviser  Pulford House, Chester, CH4 9EP
check
FCA authorised
Last authorised 29th March 2021
Professional,ethical and plain english advice from a well established firm of Chartered Financial Planners
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Group Pension/Stakeholder
check
Long term care
Meet our advisers
MR Kevin Horry BSc (Hons) Dip PFS
Senior Financial Consultant
MR Rob Hillock DipPFS
Operations Manager
MRS Kate Pierce BA (Hons) Dip PFS
Director
MR John Chadwick BSC (HONS), APFS
MD
MR Keith Marcroft
Independent Financial Adviser
MR Martin Smith
Independent Financial Adviser
MR Mark Knight
Indepedent Financial Adviser
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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, Chester, CH4 9EP

Similar advisers near you

Beaumont Wealth
Independent Financial Adviser 14.09 mi
Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises. By offering professional advice from people who truly care, we have achieved an outstanding 97% client retention rate throughout the West Midlands, Cheshire and North Wales.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 20.74 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
See profile
GM Wealth Management
Restricted - whole of market 22.92 mi
We are a family-run firm offering expert, personalised financial advice for you and your family. With advisers based in Wrexham, Wirral and Manchester, we service clients across the whole of the North-West and North Wales.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 22.92 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
See profile