Chadwicks Limited

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

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.

On our doorstep!Next month, the University of East Anglia (UEA) is hosting TEDx.TEDxUEA: Original Minds returns to campu...
21/10/2026

On our doorstep!
Next month, the University of East Anglia (UEA) is hosting TEDx.

TEDxUEA: Original Minds returns to campus on 11th November!

Re-establishing the region as a platform for ideas worth spreading. Bringing together business leaders, academics, entrepreneurs, researchers, students and changemakers, this full-day event explores four interconnected themes:

🔸Creativity
🔸Sustainability
🔸Health
🔸Future of Work

Chadwicks was offered the oppourtunity to get involved as a partnership sponsor; read our latest article on why we said yes!

www.chadwicks.co.uk/insights/why-were-supporting-tedxuea-original-minds/

If you would like to be in the audience, there are only 100 tickets, so be quick (ticket link in the comments below)

📅 Wednesday 11 November
🔗 Ticket link in the comments

Chadwicks is proud to support TEDxUEA: Original Minds on 11 November at The Enterprise Centre, UEA. Here's why curiosity sits at the heart of our advice.

Earlier this month, James Bacon and Radostina Dencheva hosted our pre-Budget webinar. Alex Meadowcroft APFS has turned t...
15/10/2026

Earlier this month, James Bacon and Radostina Dencheva hosted our pre-Budget webinar. Alex Meadowcroft APFS has turned their insights into an easy (if long-ish!) read for you to consider over a coffee, covering:

🔸The tax changes already in force, or on their way.
🔸Where independent experts such as the Institute for Fiscal Studies say there is room for reform, without breaking the manifesto pledge.
🔸What this backdrop means for business owners, families and private clients.

https://www.chadwicks.co.uk/insights/autumn-budget-2026-which-taxes-do-the-experts-say-could-be-reformed/

If you'd like to talk anything through, or you have a question about your own position, we're here to listen and answer your questions. Just drop us a message or comment below.

Enjoy!

What the IFS says about CGT, IHT and pension reform ahead of the Autumn Budget 2026. Learn what has changed and what it means for you.

A brilliant win for Norfolk’s creative community!The Norfolk Arts Awards 2026 have been announced, and we’re delighted t...
05/10/2026

A brilliant win for Norfolk’s creative community!

The Norfolk Arts Awards 2026 have been announced, and we’re delighted to see the creators of Crossing The Line are the winners of this year's New Writing Award!

This powerful production, adapted from Tia Fisher’s novel, tackles the tough realities of county lines and the strength young people can find when facing adversity.

Many of you may have seen it during the Norfolk & Norwich Festival, where it toured local venues and worked with schools to help young people explore the themes of the play in a safe, supportive way.

As long‑standing supporters of the Festival, we’re incredibly proud to see this important work recognised.

Huge congratulations to everyone involved.

A great chance to join a brilliant organisation…
03/10/2026

A great chance to join a brilliant organisation…

WE ARE HIRING⭐️🎉

Looking for a career in a creative arts building? Well this might be for YOU!

HIRING:
⭐️Front of House & Participation Assistant

Come and join our fantastic team and help change peoples lives through art🤝🏼

Click the link for more details - https://www.thegarage.org.uk/about/work-with-us/

"No Regrets"...From NHS frontline to financial advice, we're proud to see our trainee adviser, Oliver Wisbey, featured i...
30/09/2026

"No Regrets"...

From NHS frontline to financial advice, we're proud to see our trainee adviser, Oliver Wisbey, featured in the Citywire New Model Adviser NextGen series, written by Isabelle Power.

After seven years as an occupational therapist, including as a senior OT at Chelsea and Westminster Hospital through the pandemic, Ollie has swapped healthcare for wealth management, joining Chadwicks as a trainee adviser. It's a change of career he says he has "no regrets" about.

As Ollie puts it: "Everyone here is lovely. You can see in their interactions with clients that they enjoy helping people, I would trust them with my money."
He's not wrong that a career change can feel daunting, his advice to anyone considering the same leap is simple: "If you are thinking about it more often than not, just put feelers out and speak to people you'd be interested in, it's not as scary as it seems."

"Some of the best advisers we've worked with didn't come through the traditional finance route. Ollie spent seven years helping people through some of the hardest moments of their lives, and that instinct to help translates directly into this industry. We look for people with the right values first, the technical knowledge comes with time." James Bacon, Director.

Read the full feature via Citywire New Model Adviser (subscriber content) (link in comments below)

👉Thank you to Isabelle Power for taking the time to tell Ollie's story.

Our Thoughts on the 2026 Budget.Join us on 5th October, ahead of Chancellor Healey's first Autumn Budget.  On 28 October...
28/09/2026

Our Thoughts on the 2026 Budget.
Join us on 5th October, ahead of Chancellor Healey's first Autumn Budget.

On 28 October, Chancellor John Healey, appointed by a new Prime Minister earlier this year, delivers his first Autumn Budget, trying to balance manifesto tax pledges against a fiscal shortfall that different forecasters put anywhere between £11bn and £51bn.

Something has to move. The question is where.

Ahead of the day itself, we're hosting our annual Pre-Budget Webinar, in one hour (ish), Chartered Financial Planner, James Bacon and Chartered Wealth Manager Radostina Dencheva will set out our considered view of what you should be watching for, and what's already locked in regardless of what's announced on the day.

We hope you can join us!
Register HERE. 👉 https://lnkd.in/eM_cTHih

The Boutique Twist!In our latest Insights piece, Richard Ross explores why our decision to "design" Chadwicks purposeful...
21/09/2026

The Boutique Twist!

In our latest Insights piece, Richard Ross explores why our decision to "design" Chadwicks purposefully, as a boutique firm, is not because of size, but because of focus, depth and independence.

He reflects on what that means in practice: highly qualified advisers, evidence-based practices, a collaborative culture, and access to a wider network of specialists, the personal attention of a small firm, with the intellectual firepower of a much larger one.

Read the full article HERE: https://www.chadwicks.co.uk/insights/the-boutique-twist/

Enjoy!

Is your business quietly leaking value?Most businesses have at least one blind spot in the numbers, owner dependence, ma...
27/08/2026

Is your business quietly leaking value?

Most businesses have at least one blind spot in the numbers, owner dependence, management strength, adaptability, or governance. It's hard to see clearly from the inside.

That's what our Value Acceleration Breakfast is for: 90 minutes to benchmark your business, spot the real gaps, and leave with a clear sense of what to prioritise next.

📅 10 September 2026, 8am – 9.30am (registration from 7.45am)
📍 Norwich Business School (University of East Anglia (UEA) Norwich.

It's also an introduction to our Three-Year Value Acceleration Programme in November, for those who want to go deeper,no obligation either way.

Who this is for:
🔸Business owners who want clarity on what’s holding the business back
🔸Senior managers who want greater influence and strategic capability
🔸Leaders preparing for succession, future investment or organisational change
🔸Professional intermediaries, lawyers, accountants and business advisers, who work with clients facing these challenges and wish to introduce the session as a useful resource

👉Register here: [http://www.chadwicks.co.uk/masterclasses/value-acceleration-breakfast-session/]

In just over 3 weeks... we'll be running the Value Acceleration Breakfast at Norwich Business School (University of East...
19/08/2026

In just over 3 weeks... we'll be running the Value Acceleration Breakfast at Norwich Business School (University of East Anglia (UEA).

It is a 90-minute working session. You'll be introduced to the five-pillar framework:

🔸quality of earnings
🔸owner dependence/independance
🔸management strength
🔸innovation culture
🔸governance

You'll see the benchmarking exercise firsthand, and can complete it against a business you know well: your own, or one you advise.

You'll discuss what emerges with the group and with us, drawing out where the real gaps tend to sit for business owners.

You'll leave with a clear, practical view of the framework in action, useful whether you're weighing it up for yourself, or judging whether it's worth introducing to clients facing questions around growth, succession or exit.

Register HERE 👇
https://www.chadwicks.co.uk/masterclasses/value-acceleration-breakfast-session

🔸Thursday 10th September
🔸8 am (registration from 7.45 am) - 9.30 am

This session is an introduction to our Three-Year Value Acceleration Programme, in November. A two‑day Executive Programme delivered in partnership with Business School (UEA).

Today marked the official launch of this year’s Norfolk & Norwich Festival.Hosted in the newly reopened and beautifully ...
08/05/2026

Today marked the official launch of this year’s Norfolk & Norwich Festival.

Hosted in the newly reopened and beautifully refurbished "The Halls"

We can now look forward to 17 days of creativity, performance and celebration. Daniel Brine opened the event with a warm welcome and an exciting look at what’s ahead, followed by Richard Ross, Chair of the Festival, who thanked everyone who plays a part in bringing this much‑loved May calendar of events to life.

Special recognition went to the new supporters joining the Festival family this year, Woodforde's Brewery, as the official b**r sponsor, The Norse Group, for supporting the Creative Schools project, LSI Architects and Busseys.

We’re proud to continue our long‑standing support of the Creative Leaders programme, year‑round initiatives nurturing the young creatives network.

👉If you haven’t already, take a look at what's on! The Welcome Weekend has many (free) family-friendly outdoor performances, and the Spiegeltent in Chapelfield Gardens always delivers something wild, wonderful and for the grown‑ups.

Whatever you choose...choose something... and share your experiences with others. Enjoy! 🎉

Address

The Enterprise Centre
Norwich
NR47TJ

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+441603672777

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