Dan Chadwick, Mercian Wealth Management

View Dan Chadwick profile
Mercian Wealth Management
Member of the Wyre-Forest BoB Club

Mercian Wealth Management Financial Consultant
Suite 2
Trinity House
Market
Lichfield
WS13 6LA

Business Description

Ideal clients, planning for retirement/review their pensions & Tax/Estate planning and both individual and business protection. 

I became a Financial Adviser after seeing a lot of family and friends without one, and the effects this had on their financial wellbeing. Not having the professional guidance in place to help them make the right, financial decisions when it came to important things, such as managing their wealth, taking out the right protection and planning for retirement, became my inspiration for wanting to help others.

Mercian Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products

Accreditations & Qualifications

Certified in Mortgages and Equity Release - Certs CII (MP & ER)
CF6 - Mortgage Advice 
ER1 - Equity Release 

Diploma in Financial Planning 
CF1 - UK financial services, regulation & ethics
R01 - Financial services, regulation & ethics
R04 - Pension & Retirement Planning
R05 - Financial Protection
LP2 - Financial services products and solutions
FA2 - Pension Administration 

BSc Hons 1st - Accounting & Finance