Chadwick Financial Management - Independent Financial Advisers

05/06/2026

It’s halfway through Volunteers’ Week 1 - 8 June, which means there’s still plenty of time to volunteer to help at Regatta.

You can be local or a visitor, experienced or a newbie, and whether you are young or old doesn’t matter. There are lots of fun and rewarding roles - both in the run-up to our Regatta, as well as during the event.

Click in our website link below to see where we are seeking volunteers, and read about the perks that we can offer!

Don’t hesitate. Join us!

Thank you.

https://bit.ly/4dPWuoc

02/06/2026

Ready to make the most of your money and build the retirement you’ve always imagined? 🌅
It’s not just about protecting against what could go wrong — it’s about planning intentionally for what can go right.

Whether your dream is travelling the world, spending more time with family, or simply enjoying a slower pace… the future you want starts with the decisions you make today.

Download our latest guide from Chadwick Financial Management to start shaping a retirement that reflects your goals, your lifestyle, and your priorities.
Your ideal future isn’t accidental — it’s planned. ✨

🔗 Download via our website https://buff.ly/JUQPrPo

29/05/2026

Changes to the UK pension rules mean it is no longer safe from inheritance tax. Find out your options in this article and if you would like to discuss your retirement planning then please get in touch. With over 30 years of local, trusted knowledge, Chadwicks can find the right option for your finances. Drop by our office, call us on 01803 834440, or email [email protected] to speak with one of our advisers today. https://buff.ly/Dsi0GRT

Many people are taking action now, from taking family on holiday to paying off grandchildren’s student loans or giving tax-free gifts

26/05/2026

With today’s uncertain economy, many families are facing tough financial challenges. That’s why protecting you and your loved ones can always remain your priority. Learn how you can safeguard your mortgage in case your circumstances change by checking out our guide. Give us a call on 01803 834440 or email [email protected] for trusted, local, and impartial advice. Alternatively, visit our website for more information https://buff.ly/3tk6v86

22/05/2026

News this week has suggested that at least 15 million Britons aren’t saving enough to retire. If you would like to discuss your retirement planning, then please get in touch. With over 30 years of local, trusted knowledge, Chadwicks can find the right option for your finances. Drop by our office, call us on 01803 834440, or email [email protected] to speak with one of our advisers today. https://buff.ly/YIeMA7x

Just 4% of self-employed workers are putting cash into pensions, with ‘large groups across the UK facing a severe cliff-edge’

19/05/2026

When it comes to planning for later life, the sooner you approach the matter, the earlier you can begin to get your plans in shape for your retirement. Whether you are thinking about accessing your pension pot or just shopping around for the best deals, read our guide on how to ensure you are in control of your pension. http://ow.ly/GgKm30so5Zx
If you have any questions, give us a call on 01803 834440 or email [email protected] for trusted, local advice.

15/05/2026

Homebuyers are being more cautious due to possible mortgage rate rises and higher inflation as sellers sit on properties according to the latest data from estate agents. If you are looking to make a move, downsize, remortgage, release equity or are just interested in your financial options within the housing market, give us a call on 01803 834440 or email [email protected] for trusted local advice.

Homebuyers more cautious due to possible mortgage rate rises and higher inflation as sellers sit on properties

12/05/2026

Could investing be the right route to see your savings grow? If you would like to find out if investing is the right decision for you, get in touch and we can guide you through your options across the whole market. Give us a call on 01803 834440 or email [email protected]

For trusted, local, and impartial advice.

Find out more information here http://ow.ly/NB7550kwfOM

08/05/2026

Sounds very exciting for our local community! 🛶⛵️🚣‍♀️

We’ve been keeping a secret.

So we’re excited to now share an update about this year’s Dartmouth Royal Regatta.

We’re launching a NEW Regatta Community Day!

After listening to feedback from the business community and the public about our Family Fun Weekend, and looking at how we can make this specific event even more inclusive and community focused, we’ll be bringing everything together into one fantastic day this year on Saturday 22nd August.

We know many of you have loved the previous Family Fun Weekend format, and those memories mean a great deal to us. Our aim is to keep everything that makes the weekend special - fun, family, and community spirit - while creating an even more vibrant and accessible day for everyone.

With the support of our new Chairman, we’re looking at fresh ways to build on the event and ensure it continues to thrive for years to come.

More updates and announcements to come this month about what’s on at our Regatta Community Day, but put these dates in your diary right now!

♥️ Regatta Community Day: 22nd August 2026

♥️ Regatta starts: 26th August 2026 morning

♥️ Regatta Opening Ceremony: 26th August 2026 evening

♥️ The 181st Port of Dartmouth Royal Regatta: 26th - 29th August 2026

05/05/2026

It’s impossible to predict every eventuality when running a business. Having the right business insurance will help you to navigate even the most challenging of situations and help ensure you can keep on growing. At Chadwicks we offer whole market advice to find you the ideal business insurance product for you. Give us a call on 01803 834440, email [email protected], or find out more here http://ow.ly/DN4Q30qZGPn.