Chadwicks Limited

About

A refreshingly different approach to financial advice – a real interest in what drives you and your business.

Award-winning expertise:
Winner - Citywire NMA East of England 2022 & 2023
Finalist – Norfolk Business Awards 2022 & 2023 – Small Business
Apprentice of the Year 2023 - Norfolk Education Awards - Yuliia Vasylenko
Finalist - Money Marketing Awards 2020 & 2022 - Next-Gen Advice Firm
New Model Adviser 'Top 35 under 35' 2021 - Radostina Dencheva
New Model Adviser Top 100 - 2017, 2021 & 2022
Winner - Norfolk Business Awards 2018 - Knowledge Pioneers
Gold Award - Best Employers - Eastern Region 2018
Future50 Member - 2018 cohort


We advise businesses at all stages of development but we tend to focus on points of change – typically exits and acquisitions, an area where we have a high level of both knowledge and experience. Much of our work involves helping business owners prepare for retirement - both with conventional pension, investment and tax planning and, more unusually, with readying their business for transfer or sale.

Our investment management expertise sits at the heart of our firm and supports both our Corporate and Private Client Services. We have developed genuinely innovative and transparent solutions to better meet the risk management expectations of investors in these more volatile times.

We are a well-qualified and experienced team who are committed to providing outstanding service.

Chadwicks Limited is Authorised and Regulated by the Financial Conduct Authority.

Keywords

business planning, succession planning, retirement planning, investment planning, financial planning

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