About Chadwick Financial Management

One of Vouched For UK Top Rated IFA 2019/2020 and 2021 Local Trusted Independent Financial Advice - based in Dartmouth since 1987 offering face to face and online advice using market leading technology
Chadwick Financial Management, established in 1987, are authorised with the FCA as a trading style of Yorke Finance Ltd. One of the Vouched For UK Top Rated IFA in 2019; 2020 and 2021 Karen Cooper is accredited Later Life Adviser and Equity release specialist and a member of the Equity Release Council and Later Life Academy and a UK Top Rated rated adviser on Vouched For. Karen has worked with Sylvia Read since 2006 and works from her home in Tiverton and also offers specialist Equity Release and Later Life Advice. Callum Pye recently joined the team, offering all aspects of financial advice and equity release specialism. Tanith is our Admin Manager who also advised on Mortgages, protection & Equity Release. We pride ourselves on our long standing clients and reputation and offer local trust advice. We use market leading technology and online investment tools, enabling us to reach clients nationwide too. We work with local like-minded businesses and clients best interests are the focus of our firm.All costs will be discussed at your first meeting and the initial meeting will be at our expense.
Pensions & retirement: