Karen Cooper

Karen Cooper

Chadwick Financial Management

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £250,000

Unavailable for contact through VouchedFor

Based in Dartmouth
View location
Top Rated 2025
Verified since: September, 2016
4.9 out of 5

146 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Karen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Karen has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Karen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Karen has not yet added their fees to their profile

  • 18

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Karen

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Karen (based on 18 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Karen and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    Karen has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Karen has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Karen has not yet added their fees to their profile

  • 18

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Karen

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Karen (based on 18 first impressions)

Some financial advisers would have you believe that what we do is all about spreadsheets, charts, and actuarial data. I disagree. To me, it's all about people. And that's been my belief throughout the 27 years I've spent at Chadwick Financial Management, the family firm in Dartmouth, a trading style of Yorke Finance Ltd. We have longstanding, loyal clients and I love being part of a small community here in Dartmouth and know each of those clients personally. I also give them excellent advice, which is just as well as I bump into them in the street every day! I aim to have a lifelong professional relationship with every one of my clients - so don't expect me to sell you a pension, pocket my fee, and disappear out of your life. Instead, I'll be there for you every step of the way, ready to offer you advice on every aspect of your financial life from mortgages and equity release to retirement planning and investments. I began my career at an insurance company, was headhunted by the Knightsbridge mortgage adviser John Charcol in the Eighties, and have been here in Dartmouth since 1991… but more importantly, I'm looking forward to working with you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Karen's clients

Based on responses provided by clients who have reviewed this adviser

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Clients' level of financial expertise

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Chadwick Financial Management are a trading style of Yorke Finance Ltd is authorised and regulated by the Financial Conduct Authority 756100



Please remember your home may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. The level of fees for mortgage advice will vary according to individual circumstances, but will typically be £795.



Equity Release refers to home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.



Any advice provided in the following areas is not regulated by the Financial Conduct Authority: some mortgages and taxation