Chadwick Financial Management - Independent Financial Advisers

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Chadwick Financial Management - Independent Financial Advisers over 35 years in Dartmouth Independent Financial Advice initial consultation at our expense and without obligation

Local Trusted Advice

FCA regulated independent firm 756100 Offering Financial advice in the following areas:-

Investments, ISAs, Retirement Planning, Estate Planning, Mortgage Solutions, Buy to Let, Income Protection, Critical Illness, Life assurance, House and second home insurance, Commercial Business Insurance, Equity Release

Could higher taxes on banks be on the way in the Autumn Budget?With the Chancellor reportedly considering tax increases ...
16/10/2026

Could higher taxes on banks be on the way in the Autumn Budget?

With the Chancellor reportedly considering tax increases for UK banks, speculation continues around what the upcoming Budget could mean for the wider economy.

This article explores the potential changes and what they could mean for the banking sector.

Read the full article here: https://www.theguardian.com/uk-news/2026/oct/15/john-healey-raise-taxes-banks-budget

While nothing has been confirmed, Budget announcements can have implications for investments, savings and longer-term financial planning.

If you're concerned about how potential changes could affect your finances, we're here to help you review your options and plan ahead with confidence.

Call us on 01803 834440
Email [email protected]

Exclusive: Chancellor to target sector in his first budget, to help offset Iran war’s damage to public finances

Proud to be recognised by VouchedForAt Chadwick Financial Management, we’re proud to continue our membership of VouchedF...
13/10/2026

Proud to be recognised by VouchedFor

At Chadwick Financial Management, we’re proud to continue our membership of VouchedFor, one of the UK’s leading platforms for trusted financial advice.
A huge thank you to everyone who has taken the time to share their experience and leave such positive feedback for Karen and Callum. Your reviews have helped them once again achieve a 5-star rating and maintain their position among the highly rated financial advisers on the platform.

Client feedback means a great deal to us, and we’re grateful for the continued trust and support of the people we work with.

Find out more about VouchedFor and what our clients have to say on our updated page:

Find out more about VouchedFor: https://chadwickfinancial.uk.com/vouchedfor/

Trusted. Local. Impartial.

09/10/2026

Not long to go now! 🍝🍜🍾

Are you making the most of your money?Planning for retirement isn't just about preparing for the unexpected – it's about...
06/10/2026

Are you making the most of your money?

Planning for retirement isn't just about preparing for the unexpected – it's about creating the future you want.
Whether you're looking forward to travelling more, spending time with family, or simply enjoying greater financial freedom, the choices you make today can help shape tomorrow.
Our latest guide explores how thoughtful financial planning can help you make the most of your money and build a retirement that reflects your goals and lifestyle.

Download your copy via our website:
https://buff.ly/JUQPrPo

If you'd like to discuss your retirement plans or explore your options, we're here to help with trusted, local, whole-of-market advice.

📞 01803 834440
🌍 [email protected]

Trusted. Local. Impartial.

What could the upcoming Autumn Budget mean for your finances?With the Autumn Budget approaching, speculation is growing ...
02/10/2026

What could the upcoming Autumn Budget mean for your finances?
With the Autumn Budget approaching, speculation is growing around what could be announced and how any changes might affect our pensions, savings, investments and wider financial plans.

This article takes a look at some of the measures that could be on the Chancellor’s agenda.

Read more: https://www.bbc.co.uk/news/articles/c6x2zrjl7kjno

While it can be tempting to act on speculation, financial decisions should be based on your individual circumstances and longer-term goals. If you’re concerned about what the Budget could mean for you, we’re here to help.

Call us on: 01803 834440�
Email: [email protected]

Chancellor John Healey will set out his plans for UK taxes in October.

Could your family cope if your circumstances changed? Life can be unpredictable, but having the right mortgage protectio...
29/09/2026

Could your family cope if your circumstances changed?

Life can be unpredictable, but having the right mortgage protection in place can provide valuable peace of mind for you and your loved ones.

Whether it's illness, injury or the unexpected, mortgage protection can help ensure your home remains secure when you need it most.

Find out more in our guide:https://buff.ly/3tk6v86

If you'd like to discuss your options, we're here to help with trusted, whole-of-market advice tailored to your needs.

📞 Call us on 01803 834440
📧 Email [email protected]

Trusted. Local. Impartial.

25/09/2026

Only 1 month until the Dartmouth Food Festival! 🍝🍜🍛🍱🥂

Are you on track to retire when you want to? Planning for retirement starts with understanding where you are today.Our R...
22/09/2026

Are you on track to retire when you want to?

Planning for retirement starts with understanding where you are today.

Our Retirement Calculator can help you see whether you're on course to retire at the age you want, giving you a clearer picture of your financial future.

If you have any questions or would like personalised, whole-of-market advice, we're here to help.

For over 35 years, Chadwicks has been providing trusted, local, impartial financial advice to individuals and families across Dartmouth and the surrounding area.

📞 Call us on 01803 834440
📧 Email [email protected]

http://ow.ly/RRuG50miLP5
Trusted. Local. Impartial.

The Bank of England has held interest rates, but has indicated that future rises could still be possible.Interest rate c...
18/09/2026

The Bank of England has held interest rates, but has indicated that future rises could still be possible.
Interest rate changes can have a wide-reaching impact, influencing everything from mortgages and savings to investments and longer-term financial plans.
Read more: https://buff.ly/1g4NYOD
If the latest news has prompted you to think about your finances, we’re here to help you understand what changing interest rates could mean for you and your plans.

Call us on 01803 834440�
Email [email protected]

Rates are held for the sixth time in a row but the Bank of England says high energy prices make a future rise more likely.

Is your retirement plan on track? The earlier you start planning for later life, the more options you'll have when it co...
15/09/2026

Is your retirement plan on track?
The earlier you start planning for later life, the more options you'll have when it comes to making the most of your retirement.
Whether you're considering accessing your pension, reviewing your existing arrangements, or simply looking for the best options available, we're here to help you make informed decisions with confidence.

Read our guide to help you stay in control of your pension:
🌐 http://ow.ly/GgKm30so5Zx

If you'd like personal, whole-of-market advice, get in touch today.

📞 Call us on 01803 834440
📧 Email [email protected]

Trusted. Local. Impartial.

Address

2 Newcomen Road
Dartmouth
TQ69AF

Opening Hours

Monday 9:30am - 4:30pm
Tuesday 9:30am - 4:30pm
Wednesday 9:30am - 4:30pm
Thursday 9:30am - 4:30pm
Friday 9:30am - 4:30pm

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