Advertising feature We are pleased
therefore to introduce our new team member, Independent Financial Adviser Callum Pye MLIBF CeMAP DipFA CeRER.
“I’m delighted
to have joined Chadwick Financial
Management as part of their exciting ongoing expansion to enable them to continue to provide the level of financial planning clients have come to expect. As someone who prides
themselves on building relationships with customers and clients over a 30-year period in Operational Business Management I became a Financial Adviser after a conversation with my father-in-Law who had spent his entire career in supporting and guiding people with their finances. I quickly realised that it is was not just about providing facts and figures but about knowing the client’s needs and objectives and advising accordingly which in turn builds a long, effective, and trusting relationship with my clients. Regardless of age, I pride myself on guiding clients through life’s financial tapestry and helping them as their objectives and circumstances change as they inevitably do. I enjoy looking after clients and I am fully qualified to advise on mortgages, protection, investments, and pensions and hold a specific qualification in equity release. After spending many years
enjoying the Devon countryside and coast on holidays, both myself and my wife Sally are in the process of relocating from our current home in Worcestershire and moving to the Southwest. Having known Karen for just under 12 months it was clear to me that being part of the Chadwick
team was not only an ideal fit for me personally but from a personality point of view as well. I’m looking forward to both developing my relationships with my new work colleagues and new clients who I look forward to helping as I guide them on their financial journey.” Both Karen and Callum have already qualified to
appear in next years Vouched For UK Top Rated IFA 2022, based on their client reviews, and that makes it 4 years in a row for Karen too! The Vouched For review process offers an independent review of our client’s experiences and we are grateful for the time they have taken to provide us with such wonderful reviews!
I
f you would like to book a free, no obligation initial consultation with Karen, Callum or one of the
team at Chadwick, please do not hesitate to call 0800 833389 or email
discover@chadfinman.com.
At this meeting we will discuss your current situation and any pre-existing policies, your aims for the future, your attitude to risk and how involved you would like your savings to be in ethical and socially responsible investing, all at our expense. We offer meetings on a face-to- face basis or by telephone or video call and pride ourselves on providing Local, Trusted, Advice.
47
Chadwick Financial Management, Chadwick House, Hauley Road, Dartmouth, TQ6 9AA T: 0800 833 389 E:
discover@chadfinman.com W:
www.chadwickfinancial.uk.com
@ChadwickFinMan
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