Chadwicks Limited

Independent Financial Adviser  The Enterprise Centre, Norwich, Norfolk, NR4 7TJ
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FCA authorised
Last authorised 21st September 2020
We help people build business value; realise that value and enjoy the proceeds
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Wealth management
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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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Unit trusts
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Critical illness
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
Daniel Harvey BSc (Hons) ACSI
BSc. (Hons), ACSI Wealth Manager
Radostina Dencheva BSc (Hons), MA (Dist) Chartered MCSI
BSc (Hons), MA (Dist), MCSI Chartered Wealth Manager
Richard Ross MBA, FCSI, APFS, GDip(econ)
MBA, FCSI, APFS, GDip (econ) Chartered Wealth Manager Chartered Financial Planner
About us

At Chadwicks we understand the importance of building strong and successful personal relationships with our clients.

As a forward-looking financial, investment and business advisory practice we recognise there are no shortcuts to good advice. Our advice comes from experience and ongoing professional development. Our extensive knowledge and specialist skills ensure we can provide excellent levels of service at all times.

Our private clients include successful individuals and owner-managers of growing businesses while our corporate clients range from small local businesses to public companies.

With our progressive and informal style and a dynamic, pro-active approach, we know we can meet the needs of our clients today, tomorrow and in the future. Why not see how we can help you?

Our services

We help business owners prepare for an exit. Our advice team are all Economics graduates with a deep understanding of business dynamics.

Richard Ross, one of our Chartered Wealth Managers, has many years experience helping business people prepare their firm for a sale or other form of transfer, usually working together over a number of years to ensure a smooth transition.

We have excellent links with solicitors and accountants and can help you build a first class advisory team for this most important of transactions.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich, Norfolk, NR4 7TJ

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