CDC is pleased to announce a new addition to our administration team, Debbie Pitman. Debbie joined CDC in January 2015 following a 12 year career with Lloyds Banking Group where she started as a Customer Service Executive in Telephone Banking undertaking various customer facing roles...
We are delighted to announce the opening of a new CDC office in Bournemouth which will enable us to extend our offer to individuals with financial planning needs along the South Coast. Whilst our heritage is firmly embedded within the North East, we have long...
There have been significant changes to pension legislation through the Finance Act 2014 and the Taxation of Pensions Act 2014. Within this article we discuss the key changes and how they might impact on clients. Income limits being removed Income drawdown will be known as flexi-access drawdown...
On the face of it you would be forgiven for asking why so many column inches have been devoted to the result of an election in Greece, given as a country, it is effectively bankrupt and has been on the periphery of Europe for some...
Over the summer months many of you will have enjoyed your seasonal breaks safe in the knowledge that whilst the referendum issue has been in the background, the markets have remained fairly benign. So with clients sunning themselves and markets behaving themselves, I have turned...
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....