Advertising feature
YOUR LOCAL
TOP-RATED FINANCIAL ADVISER
By Karen Cooper, Principal and Independent Financial Adviser
Top-Rated Financial Advisers in 2019. The guide has been published in the Times newspaper and is digitally listed at the Telegraph too with our client review score of 4.8 out of 5! VouchedFor is the UK’s leading rating site for financial and legal advisers and regularly publish- es a list of the most respected advisers in the UK. In total, 1,172 advisers from 737 different firms are included in the Guide. They amassed 21,664 client reviews since the start of 2018 with an average rating of 4.5 out of 5. As well as being endorsed by at least 10 cli- ents, each Top-Rated adviser is a fully verified member of Vouched- For, which means they have been checked against the Financial Conduct Authority (FCA) Register as well as undergoing several other checks and ongoing monitoring. I am proud to be one of only six financial advisers in South Hams and Torbay to appear in the Guide.
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As Independent Financial Advisers we help clients with their long-term financial planning, including invest- ments, pensions and we also offer advice in specialist areas like inher- itance tax planning, estate planning or ethical investing and Equity Re- lease/Lifetime mortgages. People will often ask for our advice either with a specific need (e.g. “I want to consolidate my pensions”) or a broader goal (e.g., “I want to review all my finances and make sure I’m well set up for retirement”).
e are extremely proud to be recognised again by VouchedFor as one of the UK’s
I’m there for my
clients every step of the way
When you make the decision to seek financial advice, it is vitally important you find a profes- sional with whom you are comfortable and trust . The VouchedFor client review process offers an independent review of clients’ experiences with us and we are grateful of the time they have taken to provide us with such wonderful reviews! We have had offices in Dartmouth since 1983, and I love living and working in Dartmouth: being part of a small community and knowing many clients personally. I can’t hide from my clients and my long-standing reputation in Dartmouth means everything to me. So, I work hard to ensure that my clients are always given the best local, trusted advice and we use the latest software, our profes- sional acumen and our years of experience to help us do just this. I’m there for my clients every step of the way, ready to offer advice on every aspect of finances from life insurance and protection; equity release to retirement planning and investments and ISAs to estate plan- ning. I am not one of those advisers who sell a product and disappear into the sunset. But it’s not just me at Chadwick, I have a fantastic team behind me: Sylvia Read is a financial adviser and equity release specialist based in Tiverton and Lisa Ball is our general insurance expert. Tanith Byles is my talented administration manager and Angela Murray contin- ues as my financial manager. At Chadwick, we don’t believe in keeping clients waiting all year to
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