OB
Olivia Bucher
Graduate Trainee Wealth Manager at Chadwicks
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Work Experience
Graduate Trainee Wealth Manager
Sep 2015 - Present · 9 years and 3 months
Student Editor And Student Library Coordinator
Jun 2013 - Sep 2014 · 1 years and 3 months
acroklima ag
Business Internship
Jun 2012 - Sep 2012 · 3 months
Company Details
11-50 Employees
A refreshingly different approach to financial advice – a real interest in what drives you and your business. Award-winning expertise: Winner - Citywire NMA East of England 2022 & 2023 Finalist – Norfolk Business Awards 2022 & 2023 – Small Business Apprentice of the Year 2023 - Norfolk Education Awards - Yuliia Vasylenko Finalist - Money Marketing Awards 2020 & 2022 - Next-Gen Advice Firm New Model Adviser 'Top 35 under 35' 2021 - Radostina Dencheva New Model Adviser Top 100 - 2017, 2021 & 2022 Winner - Norfolk Business Awards 2018 - Knowledge Pioneers Gold Award - Best Employers - Eastern Region 2018 Future50 Member - 2018 cohort We advise businesses at all stages of development but we tend to focus on points of change – typically exits and acquisitions, an area where we have a high level of both knowledge and experience. Much of our work involves helping business owners prepare for retirement - both with conventional pension, investment and tax planning and, more unusually, with readying their business for transfer or sale. Our investment management expertise sits at the heart of our firm and supports both our Corporate and Private Client Services. We have developed genuinely innovative and transparent solutions to better meet the risk management expectations of investors in these more volatile times. We are a well-qualified and experienced team who are committed to providing outstanding service. Chadwicks Limited is Authorised and Regulated by the Financial Conduct Authority.
Year Founded
1996
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
The Enterprise Centre University of East Anglia Norwich, Norfolk NR4 7TJ, GB
Keywords
Investment PlanningBusiness PlanningRetirement PlanningSuccession Planningand Financial Planning
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