ChadwickFinancial

Chadwick Financial Management is an independent financial advice firm based in Dartmouth, Devon, with offices there since 1981. The firm aims to understand each client’s circumstances and priorities before offering advice, drawing on professional experience and financial planning software. It says it can research options across the whole market while protecting its independence, and provides regular reviews to help clients monitor progress towards their goals. Clients can also access a secure online portal for an up-to-date view of their financial position.

Its services include financial and retirement planning, pensions, investments, equity release, mortgages, estate planning and insurance. The firm also provides advice for business owners, including auto-enrolment, and offers private medical insurance and healthcare services. Client testimonials describe support with pension consolidation, ISAs, investment choices, income planning and home purchases. Chadwick Financial Management is a trading style of Yorke Finance Ltd, which is authorised and regulated by the Financial Conduct Authority.