Chadwicks are pleased to announce that Daniel Harvey, who secured a rare starred First in his economics degree from UEA, has joined theNorwich-based Independent Financial Advisers.
Daniel, who was also ranked top of his cohort for each year of his degree course, said ‘ I wanted to be able to combine my interest in finance with meeting and helping people – the thought of sitting in front of a screen in a trading room all day really didn’t appeal to me – so becoming a financial adviser seemed the ideal choice. I preferred the idea of working for a smaller company where I could make my mark and Chadwicks really stood out as a company that was committed to helping their staff develop.’ Chadwicks, who specialise in advising business and investment clients, are supporting Daniel to become qualified to Chartered level.
Director Richard Ross said ‘I met Daniel when I was studying at UEA myself and I am delighted he chose to work with us. He is our second graduate trainee and follows in the footsteps of Radostina Dencheva who joined us a couple of years ago.’
Radostina, who secured a distinction in her Economics Masters, also at UEA, is in the final stages of the CISI Masters in Wealth Management. She works as a technical paraplanner looking after the firm’s wealth management clients. ‘ I have learned a vast amount since joining Chadwicks. Our approach of constant improvement means there is always something new to focus on.’ Richard added ‘having bright young team members who bring fresh ideas gives us a perfect balance between enthusiasm and experience. We need people with a strong grasp of technical detail if we are to continue to attract clients with more complex financial planning needs.
Chadwicks Limited are independent financial advisers based in Norwich and have been trading since 1996. The firm has five employees and specialises in advising business owners – it supports a clear value chain: the creation, realisation and enjoyment of business value Corporate clients range from plcs to self-employer consultants; individual clients are from all walks of life.
Chadwicks are accredited by the Solicitors Regulation Authority as CPD providers. Director Richard Ross is a Chartered member of both the Chartered Insurance Institute and the Chartered Institute for Securities and Investment; holds an MBA from UEA, a Masters in Wealth Management and is currently studying for an Msc in Experimental Economics at UEA.
The company is committed to continual improvement and aims to make its clients finances ‘one less thing to worry about’.
For more information or to speak to someone at Chadwicks call 01603 251687 or visit www.chadwicks.co.uk
