Chadwick Financial Management are a practice of Independent Financial Advisers. That means we’re free to help you choose the right financial products or services for you, from whichever provider we believe to be best.
We are very different from the high street financial advisers (note the lack of the word independent) who may only offer you products from a provider with whom they have a contract, cosy or tied relationship with. This may not always prove to be the best one for you.
In a nutshell, we are duty-bound to put your interests first rather than trying to sign you up for products that are simply the most lucrative or beneficial for us.
That means you can trust us, absolutely, to recommend products or services that are the most appropriate for your needs, your aims, and your attitude to risk.
We invest a considerable amount of our own time and resource to offer the initial consultations, knowing, that you could say
“Thanks very much” and walk away afterwards.
We’re happy to take that risk, because we know that the only way to give you the level of service you deserve is to listen hard and find out about you, your aims and your priorities before we even begin to think of anything financial.
You could say that we work backwards. But we believe it’s the best way forward, for you and your money. Once we know precisely where you want to be, we can use all our professional expertise and experience to show you a structured and targeted way of how to get there.
We do that by following the principles of the internationally-renowned Kinder Institute, which means we don’t aim to just sell you a financial product but offer you instead a much more comprehensive service that we call Financial Life Planning.
We think it’s time well spent. And we hope that you, your loved ones, or your employees will recognise that, too.
But that’s enough about us. We’re more interested in you, and how we can help you. So if you’d like to know more or arrange to have that initial consultation – without any obligation and entirely at our expense – give us a ring now on 0800 833389 or send us an e-mail at discover@chadfinman.com
Chadwick Financial Management is a trading style of Yorke Finance Ltd, which is authorised & regulated by the Financial Conduct Authority 756100
