Chadwick Financial Management - Dartmouth
Address: 2 Newcomen Rd, Dartmouth TQ6 9AF, United Kingdom.
Phone: 800833389.
Website: chadwickfinancial.uk.com
Specialties: Financial planner, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Chadwick Financial Management
⏰ Open Hours of Chadwick Financial Management
- Monday: 9:30 am–4:30 pm
- Tuesday: 9:30 am–4:30 pm
- Wednesday: 9:30 am–4:30 pm
- Thursday: 9:30 am–4:30 pm
- Friday: 9:30 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Chadwick Financial Management: A Comprehensive Overview
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Chadwick Financial Management stands as a reputable and client-focused firm dedicated to providing comprehensive financial planning and mortgage brokerage services. Located at 2 Newcomen Rd, Dartmouth TQ6 9AF, United Kingdom, and easily accessible via telephone at 800833389, the company operates with a commitment to delivering personalized solutions tailored to individual client needs. Their website, chadwickfinancial.uk.com, serves as a valuable resource for potential clients seeking to understand their services and schedule consultations.
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Company Details and Specializations
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Chadwick Financial Management distinguishes itself through its dual specialization in financial planning and mortgage brokerage. This allows them to offer a holistic approach to their clientsâ financial well-being. As a financial planner, they assist clients in developing strategic plans encompassing retirement savings, investment management, tax optimization, and estate planning. Their expertise ensures clients are well-prepared for both the short-term and long-term financial goals.
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Mortgage Broker Services
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Furthermore, Chadwick Financial Management acts as a trusted mortgage broker, connecting clients with a diverse range of lenders to secure the most favorable mortgage terms. They navigate the complexities of the mortgage market, carefully evaluating clientsâ financial circumstances and presenting them with options that align with their budget and objectives. This service is particularly beneficial for first-time homebuyers and those seeking to refinance their existing loans.
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Accessibility and Amenities
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Recognizing the importance of accessibility, Chadwick Financial Management has prioritized creating a comfortable and inclusive environment for all clients. The office is equipped with several features designed to accommodate individuals with disabilities, including a wheelchair-accessible entrance, wheelchair-accessible seating, and a wheelchair-accessible toilet. Beyond accessibility, the facility also offers gender-neutral toilets and standard toilet facilities. Appointments are recommended to ensure dedicated attention and personalized service.
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Online and On-Site Services
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To enhance convenience, Chadwick Financial Management provides online appointments, allowing clients to connect with advisors remotely. In addition to virtual consultations, they offer on-site services, providing clients with the option to meet face-to-face and discuss their financial needs in a more traditional setting. This flexibility caters to diverse preferences and schedules.
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Client Feedback and Reputation
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Based on available data, Chadwick Financial Management consistently receives positive feedback from its clients. The company maintains 3 reviews on Google My Business, all of which reflect a high level of satisfaction. The average opinion is 5/5, indicating a strong commitment to client service and professional expertise. Clients consistently praise the advisors' excellent advice given at all times and their ability to provide clear, understandable guidance. The emphasis on building long-term relationships and understanding individual circumstances appears to be a key factor in their positive reputation. A recurring theme in the reviews highlights the advisorsâ responsiveness, knowledge, and dedication to helping clients achieve their financial aspirations. Their approach fosters trust and confidence, resulting in satisfied clients and positive word-of-mouth referrals.
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Contact Information and Additional Points of Interest
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For further information or to schedule an appointment, prospective clients can contact Chadwick Financial Management at the address provided or by phone. The companyâs website, chadwickfinancial.uk.com, offers detailed information about their services, team, and contact details. Itâs advisable to book an appointment in advance to secure a consultation with a qualified financial advisor.
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Service | Description |
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Financial Planning | Comprehensive financial strategies for retirement, investments, and estate planning. |
Mortgage Brokerage | Securing competitive mortgage rates from various lenders. |
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In conclusion, Chadwick Financial Management presents itself as a reliable and accessible partner for individuals seeking expert guidance in financial planning and mortgage solutions. Their commitment to client satisfaction, combined with their comprehensive service offerings and accessible facilities, positions them as a valuable resource within the financial services landscape.
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"summary": "Chadwick Financial Management provides expert financial planning and mortgage brokerage services, prioritizing client satisfaction and accessibility with a 5/5 average review rating.",
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