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...
When people are relaxing over the weekend and winding down from a busy week the last thing on their mind is consideration of their pension planning, more likely to watch the football on the television. But beware, it’s not only famous footballers that can bear...
Budget Summary 21st March 2013 Yesterday saw Chancellor George Osborne deliver his budget set against a struggling economy and the recent downgrade of the UK’s prized AAA status. The Chancellor was determined to stick to his austerity message, particularly given the downgrade and how markets would perceive...
Getting your adviser to meet you, might be harder than you think! The start of 2013 marked a watershed for the Wealth Management industry. The Retail Distribution Review, or RDR as it is known, will come to be seen as a seminal moment in the...
New regulatory environment On 31st December 2012, the Financial Services Authority (FSA) is introducing new rules that affect the financial services advice market called the “Retail Distribution Review” (RDR). Its aim is to ensure that customers get good quality advice, products and services suited to their...