CDC Wealth Management is pleased to announce the arrival of a new recruit to our adviser team. Terry Calland joins us from Lloyds Private Banking where he was a Senior Private Banking Manager. Terry has spent the vast majority of his working life at Lloyds in...
So the answer to the most talked about question for the past year or more is known. The fact that the Scottish people elected to remain within the United Kingdom is probably not the eye-catching feature of yesterday’s referendum, but the margin of victory for...
George Osborne’s fifth budget focused on the ‘makers, doers and savers’ and was presented in the context of an improved economic picture, when compared to 2013. Whilst he was bound by borrowing targets, a ‘give-away’ budget was always unlikely, but despite this, the Chancellor did...
Our continued growth and the need to continually invest in future talent have combined to lead us to make three new appointments recently. Anne joins us following a long and distinguished career with Lloyds and our close connections with local universities led to us being...
The following Article was published in Management Today on 4th October 2013 As this year’s party conference season has shown, taxes on the “wealthy” make great political box office. Both Labour and the Lib Dems want to introduce a 1% annual tax on homes worth over £2m....
July saw a raft of press coverage for CDC, with Alister Gaines, Investment Director and Andrew Mann, Director of Strategy, both being widely quoted in print and online media with regards to the arrival Mark Carney as the Bank Of England Governor, stories relating to...
The purpose of this article is to highlight some of the obligations which will fall on employers in relation to setting up a pension scheme for workers and how CDC Wealth Management is able to support firms through the process. The issue of workplace pensions...
Proud to be Chartered Financial Planners We have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff...
The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to CDC Wealth Management, one of the North East’s leading providers of financial advice. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability....
North East based financial advice firm, CDC Wealth Management, has recently been granted discretionary investment permissions by the Financial Conduct Authority (FCA). Discretionary Investment Management can be simply defined as “an account in which an investment manager makes the buy and sell decisions without referring to...