At CDC Wealth Management we offer a range of industry leading services for private individuals, families, trusts and corporations aimed at providing comprehensive investment and retirement planning. We also work closely with other professional advisers and this team approach ensures all aspects of planning are aligned.

Financial Planning can be regarded as an umbrella term but put simply it starts by establishing two things – where the customer is now, and what they need to achieve in the future. CDC then analyses their existing arrangements, overall financial objectives and whether these are short, medium or long term goals. We then use this information to design a bespoke financial solution to meet each customer’s needs.

We find that every individual, family and corporation has differing needs, commitments and aspirations but personal circumstances can, and very often do, change. Our efficient structure and our commitment to independent advice mean we are perfectly placed to tailor a solution from the whole market, which is in tune with the unique requirements of each customer, but more than that, we are able to adapt quickly to make sure financial planning remains in step with our customers’ changing lifestyles.

CDC’s comprehensive financial planning includes all of the following key areas, although the precise blend of these will be different for each situation:

Investment management

Pensions advice and management

Retirement planning

Tax efficiencies

Estate planning

Protecting individuals and their families

Planning for other major lifestyle events such as schooling

Good advice is one thing but our belief is this should go hand-in-hand with an excellent working relationship between our customers and advisers.  Our advisers are with us for the long term which allows them to build a deep and intimate understanding of each customer’s aspirations. It also helps to overcome a frustration often associated with our industry that advisers come and go, but with CDC, customers enjoy a long-term relationship where their adviser will personally oversee each stage of their financial planning journey.

Our service standards:

Our business has grown through personal referrals from satisfied clients and professional introducers, to ensure that we continue to thrive and provide first class service to all those who come into contact with CDC Wealth Management, we have established a number of service standards, as follows:

• We will always act impartially and client interests will always come first
• We will treat all clients fairly, indeed the processes employed within the business are designed and developed with this principle in mind.
• We will always act with integrity, honesty and openness in everything we do
• We will be totally transparent with regard to our dealings with you
• We will absolutely respect your confidentiality
• We expect to develop a long-term relationship with our clients, to ensure that any advice given continues to be appropriate as circumstances adapt and change