Press release – CDC Wealth Management achieves Chartered Status – May 2013

Press release – CDC Wealth Management achieves Chartered Status – May 2013

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. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

CDC was founded by experienced High Net Worth Independent Financial Advisers in 2006, as it was felt that an opportunity existed to provide a unique and highly personalised service around the core values of integrity, trust and service.

CDC offer a range of services for high net worth private individuals, families and trusts. These services are aimed at providing comprehensive financial, retirement and investment planning. CDC also works with other professional advisers including accountants and solicitors. This team approach ensures that all aspects of planning are aligned.

Andrew Mann, Director of Strategy states “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers. We are extremely proud of this achievement and believe that with only 1.5% of firms achieving this status it once again demonstrates our commitment to becoming a leader in the industry.”

For further information, contact Andrew Mann on : 0191 516 6812

Notes to editors:

CDC Wealth Management – CDC is a Wealth Management company offering bespoke financial solutions to HNW and UHNW individuals. The head office is the Business and Innovation Centre, Wearfield Enterprise Park East, Sunderland but the firm also has a presence in Edinburgh through a ‘virtual’ office. CDC was founded by Phil Cain and John Dixon in 2006.

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CII – As the premier professional body for the financial services profession, the CII promotes higher standards of integrity, technical competence and business capability.
With over 100,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to this sector.

The CII works with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees’ technical and professional competence.
Individually, CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII’s Code of Ethics & Conduct.