CDC is a wealth management firm which provides bespoke financial planning for High Net Worth and Ultra High Net Worth individuals. Founded in 2006 with origins in the North East of England, CDC now serves customers across the UK and overseas. At the beginning of 2015 we opened our newest office, based in Christchurch, with the aim of extending our industry-leading advice and planning to customers along the south coast.
CDC holds the prestigious Chartered Financial Planner status, awarded by the Chartered Insurance Institute. Only the top few percent of firms which meet demanding and exacting standards, most notably around the level of qualifications within the firm, hold this accreditation. This helps to cement our commitment to being a leader in the industry, underscores our expertise and provides a quality kite-mark to our customers.
We believe in providing tailored, quality solutions to our customers’ financial dilemmas, backed by friendly and courteous service which helps to build a relationship of trust between customers and their advisers. When we talk about ‘solutions’ we focus our energies on the ability to provide a ‘one-stop-shop’ for all aspects of financial planning built around the individual and just as importantly, being able to execute each stage flawlessly. We are able to do this through our unique structure and our maxim of limiting the number of customers per adviser, meaning CDC customers get more one to one attention.