Wealth Management Solutions

Wealth Management Solutions

CDC offers industry leading financial solutions for high and ultra high net worth individuals, families and trusts

CDC provides bespoke financial solutions to high and ultra high net worth individuals. We aim to give confidence, reassurance and complete satisfaction founded upon long term working relationships with our customers, their families and in partnership with their other professional advisers.

Tailor made for you

Tailor made for you

All our solutions are completely bespoke meaning you receive a financial plan that’s exactly in tune with your needs

CDC follows an ethos that by providing quality solutions backed by friendly and courteous service this helps to build a relationship based on trust between adviser and customer. If CDC can execute this flawlessly time after time, customers will reward us with more of their financial planning needs and those of their friends, colleagues and families.

Personal Services

Personal Services

We build our offer around personal service meaning you receive more one to one attention

Our aim is to work as a trusted partner to deliver independent financial advice which continually exceeds our customer expectations. We will do this by building long term relationships with our customers, truly understanding their needs so we can deliver innovative and tailor-made financial solutions which are in tune with their changing lifestyles and circumstances.

Innovative and Contemporary

Innovative and Contemporary

We are innovative and in tune with contemporary financial thinking meaning we are not constrained by outdated models and techniques.

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About CDC

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.

 

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.

 

 

In March 2022, CDC Wealth Management became part of a wider national group of companies called Verso Wealth Management as part of our growth strategy. This partnership was very carefully considered and we believe it empowers us to focus on what we do best – providing our clients with the very best advice available. Read more about The Verso Wealth Management Group.

 

Verso Wealth Management and CDC

Launched in 2021, Verso Wealth Management was formed following the merger of Munnypot, an award-winning fully automated investment service and Whitefoord, a London based private client wealth management firm. Pavis was the third firm to come aboard this growing group, followed by CDC Wealth Management and Campbell Thomson. Verso has continued to make acquisitions as it becomes a leading national consolidator of financial planning firms. By partnering with Verso Wealth Management, we can ensure the continued success of our well-established services, and gain access to additional resources and enhanced technology which will help us to serve you better.

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    What our Customers say…

    • “I have found the advice provided by CDC to be sound and trustworthy giving results that I am satisfied with. The advice has gone beyond simple investment advice to cover estate planning for the future. The charging system is clear and not commission based which I find much simpler to deal with.”

    • “Previously, I had been a client of a major high street bank but they were no longer independent and were clearly under instruction to push their own investment products. On top of this the administration fees were in my view excessive and the personal relationships were breaking down. With CDC, I was impressed that the ethos was based on good service, tailored to the real and differing needs of their clients’ circumstances. I very much appreciated the approach based on a thorough understanding of needs to propose a sound investment strategy. An additional aspect is that I believe the business is well run and will be around for the long term. This is important to me as this is a relationship business which needs stability.”

    • “For some years I relied on the financial advice of one of the big banks and, whilst they were always polite and helpful, I came to doubt whether I was really of any interest to them and I found myself losing confidence in the advice I was being given and the advisors giving it. This all changed dramatically when I moved to CDC Wealth Management in whose advice I have confidence and whose advisors I find highly professional as well as readily accessible and very interested in the management of my affairs. I have been with them for the last three years and I only wish that I had moved earlier. I have no hesitation in recommending them highly both for the quality of their advice and their attitude towards their clients.”

    • “I have recommended the CDC team to relations and friends who are equally delighted with the service they receive. We all know that good advice is always freely available at the end of a telephone. I certainly would have no hesitation in recommending them in the future.”

    • “CDC is presently helping me to create a strategy for the draw-down phase. As always the advice I have received is practical and tailored to my specific needs. I would have no reluctance at all in recommending CDC to a friend.”

    • “I have found the advice provided by CDC to be sound and trustworthy giving results that I am satisfied with. The advice has gone beyond simple investment advice to cover estate planning for the future. The charging system is clear and not commission based which I find much simpler to deal with.” “I was one of CDC’s early customers. I was impressed by the quality of service in the early days and I must say that this has been maintained as the firm has grown. All of the principals and staff I have dealt with have been very knowledgeable and also very approachable. Pensions and Investments are not always the most riveting of subjects, but CDC has always explained matters in a clear and concise way, that has made decision making in these areas relatively easy.”

    • “I have been a client of CDC Wealth Management for some time now, having previously dealt with a private banking service from one of the larger UK banks. I can highly recommend the level and efficiency of the service. The approachable and professional attitude of the staff and management has made investing and maintaining my portfolio simpler than I would have believed. It is a privilege and a pleasure to be able to deal with such a caring, forward facing company particularly at the moment when the banking industry is so negatively portrayed.”

    • I have been very pleased to see the CDC business develop and grow. The most important thing for me has been the measured way in which growth is taking place. The recruitment of competent staff who can add something to the business has been impressive. The business has not been grown so fast that its basic principles of good customer service and satisfaction have been sacrificed. I need a personal service and someone to deal with, who will call to see me at home and take the time to ensure both my wife and I fully understand the implications of the decisions we take.