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54


Advertising feature


Proud to be back


Financial adviser Karen Cooper is returning to her roots with the re-establishment of Dartmouth-based family business Chadwick Financial Management but this time with a twist.


H


aving founded Clarity Wealth Management in 2011 and helping to grow this business to a million-pound turnover; independent financial adviser and equity release specialist, Karen Cooper, has reverted back to her roots with the re-establishment of the family business, Chadwick Financial Management, but this time as an all female firm. After beginning her career at John Charcol in London,


Karen moved to Dartmouth in 1991 to join Chadwick’s, the business her parents, Mike and Liz, established several years earlier. She was instrumental in developing the business from general insurance into financial advice but following the retirement of her father made the decision to found Clarity Wealth Management. “It was fantastic being part of a growing Clarity but with


that rapid growth I genuinely felt that I wasn’t able to ded- icate my time to my clients the way I would have liked and that spurred my decision to re-establish Chadwick’s.” Karen sought the views of her key


clients ahead of making the decision to re-establish Chadwick; the feedback was overwhelmingly positive and encouraging. “Chadwick has been an established High Street brand in Dartmouth for over 35 year and most of my clients moved with me from Chadwick’s originally. Many still think of it as Chadwick’s, so the decision to re- establish the business didn’t phase them at all. They were very supportive of my choice, which helped greatly,” says Karen. “But it’s not just me at Chadwick, I have


a fantastic team behind me: Sylvia Read joined us in the new year as a financial adviser and equity release specialist and Lisa Ball is our general insurance expert. Tanith Byles is my PA and talented IFA administrator; Michelle John is our business development manager, having joined us after 10 years at the Yorkshire Building Society and Angela Murray continues as my financial administrator” “I want the name Chadwick’s to con-


jure images of local, trusted and inde- pendent advice and I’ve chosen a softer colour scheme for both the website and the offices to reflect this. I’ve gone for a look that I feel is professional, yet comfortable and inviting,” she explains.


Karen called on the services of local interior designer


Kate Baker to help her launch the new-look Chadwick’s. “We are also strong supporters of local initiatives and good causes and we sponsor/work with selected local events and have done now for many years.” “Our message is a very positive one; we are extremely


proud to be back,” she explains. Indeed, reaching out to both existing and prospective


“I want the name Chadwick’s to conjure images of local, trusted and


clients is all part of Karen’s plan to put Chadwick’s back on the map. While the firm’s strong active client bank falls predominantly in the 50+ “at retirement” market, she has ambitious plans to target different groups of people including equity release clients, female savers and the younger generation. “We are a technology-savvy and


independent advice.”


paperless business, and that gives us the opportunity to explore different markets on a nationwide scale,” she explains. “I’m a specialist in equity release and I really do believe that it will be a huge market going forward. Then of course, there’s a big savings gap and I think educating youngsters about the importance of saving for the future will help, as well as encourage younger generations to think about their finances and life goals.” In a bid to widen her reach, Karen


plans to introduce a simplified online advice proposition in the near future. The new-look Chadwick’s also offers auto- enrolment services to local businesses for a flat fee. “My passion lies in helping people


achieve their goals in life. We are part of a small community in Dartmouth, which means I often bump into my clients on the street.”


If you are interested in discussing your personal situation further, please don’t hesitate to get in touch at any time - tel 0800 833389 discover@chadfinman.com www.chadwickfinancial.uk.com


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