How we can help?
Keeping track of your money is more important than ever. Taking the best financial advice is a good place to start.
We can provide additional services to employees through our regulated advice partner Chadwick's Limited. Chadwick's are authorised and regulated by the Financial Conduct Authority and have over 20 years' experience advising on pensions.
The following outlines the services Chadwick's are able to provide:
Who are Chadwick's?
At Chadwicks we understand the importance of building strong and successful personal relationships with our clients. We have one objective that underpins all we do; to make your finances one less thing to worry about, and we want to do that well, exceptionally well.
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 and even a bank.
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.
To find out more about the services available to you through Chadwick's simply email us at email@example.com or call us on 01603 597700 and one of our team will be happy to answer any questions you may have.
Pension Tidy Up
Lots of people have different pensions they've started over the years, often when they change jobs. Joining a new pension scheme is the ideal time to review these to make sure your money is working hard for you. Here's where we can help.
We'll start by finding out exactly what you've got by contacting all your pension providers of course, we'll get your permission first! Once we've got the details we put together a full report for you that will tell you whether you're on track for the retirement you're hoping for. It may be the case that your old pension has high fees or does not offer an investment that meets your needs. We will look at these aspects and let you know whether you would be likely to be better off transferring your old pension to either the new company scheme or a completely different provider.
Our fee for this service is 1% of pension value subject to a minimum of £99. This service does not extend to Defined Benefit (Final Salary) pension schemes.
Ongoing Wealth Management
We have a comprehensive and innovative investment management proposition that is supported by an exceptionally well-qualified team. Our research-based approach uses hard evidence and good housekeeping to help our clients manage their money more efficiently.
These services would be beneficial to individuals who have a larger Pension fund or a wide range of assets (including pensions, Investments Accounts, ISAs etc) which combine to meet or exceed the minimum investment amounts.
We have two tiers of advice; Capital Consolidator and Capital Manager which have been designed to give value for money at the level of funds available.
Please contact us to find out more about our wealth management proposition.
Protection products can be an integral part of sound financial planning. There are a wide range of products available, all serving different needs and purposes. Our personal service will ensure we tailor a plan to your exact needs and search the entire market to find the best prices..
Inheritance tax can cost beneficiaries thousands. Working with you and your family, our financial planners will help you efficiently pass your hard earned assets to loved one's whilst reducing or even removing any Inheritance Tax liabilities.