With business
succession planning becoming an increasingly urgent priority across the East of
England, Norwich‑based Chadwicks Wealth Management has been recognised
with two national awards for the strength of its financial planning expertise
as it enters its 30th year supporting business owners.
The firm has been
named one of Citywire’s New Model Adviser Top 100 financial
planning firms in the UK for the sixth consecutive year and has also received the
East of England Regional Award, one of only eight regional accolades presented
nationally, for the fourth time in five years (firms were assessed
using independent assessment metrics developed by AKG, a specialist financial
services rating agency known for its rigorous analysis of financial strength,
governance, and long‑term sustainability.)
Succession
planning pressures intensify across the region
Across Norfolk,
Suffolk, and Cambridgeshire, a growing number of business owners are
approaching retirement age, many with significant value tied up in their
companies. At the same time, rising acquisition activity, increased regulatory
complexity, and shifting family dynamics are prompting more owners to seek
structured, long‑term exit planning.
Chadwicks has worked with business owners on these
issues since 1996, helping them prepare for sales, management buyouts, family
transitions, and post‑exit wealth management. The firm’s boutique scale and
independence, maintained deliberately at a time when many other firms are being
absorbed into national groups, it has allowed it to offer continuity of
advisers and a personalised approach to complex, multi‑year planning.
CEO, Richard Ross
said:
“We’re seeing
more business owners than ever looking for structured, early‑stage succession
planning. Many have spent decades building their companies and want to ensure
the transition, whether to family, employees, or a buyer, is handled with care.
Our 30‑year history in Norwich means we’ve supported multiple generations
through these decisions, and remaining independent allows us to stay close to
our Clients”.