At CDP Wealth Management, we believe that good financial planning is built on understanding people, not just numbers
Welcome to CDP Wealth Management.
We work with individuals, families and businesses to help them navigate important financial decisions with confidence.
Whether you are building wealth, planning for retirement, managing existing assets or considering how best to pass wealth on to future generations, our focus is on providing clear, considered and ongoing financial planning tailored to your circumstances.
Many of our clients remain with us for years, often introducing family members as their financial needs change across different stages of life. We are proud to support multiple generations of families, helping them plan for the future with clarity and confidence.
Based in the South East, we work with clients throughout England and Scotland, supporting individuals and businesses from Devon to Glasgow through both face-to-face and remote meetings.
Our Approach
Every client is different, which is why financial planning should never be a one size fits all process.
We begin by understanding your current position, future goals and wider circumstances before exploring the options available to you. From there, we work with you to develop a plan that aligns with your objectives and can be reviewed as your needs evolve over time.
Our Approach
Every client is different, which is why financial planning should never be a one size fits all process.
We begin by understanding your current position, future goals and wider circumstances before exploring the options available to you. From there, we work with you to develop a plan that aligns with your objectives and can be reviewed as your needs evolve over time.
Meet the Team
Our experienced team combines decades of expertise across financial planning, client service and administration. Together, we are committed to delivering a professional, personal and responsive experience for every client.
Chris
Financial Planner
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Chris joined the business in 2022 and plays a key role in supporting clients through the accumulation stage of their financial journey. He mainly works with individuals and families in their 30s, 40s and 50s, helping them build strong foundations for the future as their careers, incomes and family responsibilities evolve.
Before moving into financial planning, Chris spent more than a decade in technology procurement, managing suppliers and contracts for major organisations including Aviva, Sky, Formula One and Standard Chartered Bank.
Chris holds a BSc in Geography & French from the University of Bristol and the Diploma in Regulated Financial Planning (DipPFS) from the CII.
Away from work, he enjoys golf, following sport and spending time with his family, three young children and his much-loved whippet.
Alan
Financial Planner
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With over 40 years of experience in wealth management, Alan has spent his career helping clients navigate important financial decisions with confidence. He originally founded his own financial planning firm in the early 1980s before embarking on a new chapter with Chris in 2026.
Alan specialises in supporting clients approaching or enjoying retirement, helping them consider how best to manage their pensions, investments and wider financial arrangements. His focus is on helping clients make informed decisions about retirement income, long-term planning and the future transfer of wealth to the next generation.
Alan is a member of the CII and holds the Diploma in Financial Planning (DipPFS).
Outside of work, he enjoys travelling, playing golf and spending time with his grandchildren. He has also been actively involved in Surrey County Golf for more than 15 years.
Jo
Client Services
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Jo has worked alongside Alan and Chris for over 25 years and is an integral part of the client services team. With extensive experience in financial services administration, she is committed to providing a responsive, reliable and professional service for clients.
Before joining the business, Jo worked in a client-facing role at Fidelity International, building valuable experience within the financial services sector.
Outside of work, Jo enjoys spending time with family and travelling whenever the opportunity arises. She also works alongside her sister, Nik, with whom she has shared many years of professional experience.
Nik
Client Services
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Nik is a valued member of the client services team, supporting clients and overseeing pension and investment administration. With more than 26 years of experience in financial services, she brings a wealth of knowledge and a strong focus on client relationships.
Prior to joining the business, Nik worked for both Fidelity International and Jupiter Asset Management before spending the last 18 years working alongside Alan and Chris, and her sister Jo.
Outside of work, Nik enjoys spending time with friends and family, tackling puzzles and indulging her love of all things Harry Potter.
Katy
Client Services
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Katy joined the team in 2025, and works within the client services and paraplanning support team. She is currently studying towards the CII Diploma in Regulated Financial Planning as she continues to build her technical knowledge and expertise within the profession.
Prior to joining CDP Wealth, Katy enjoyed a varied career across executive support and professional services, including running her own business. Her background has given her excellent organisational, communication and relationship management skills.
Outside of work, Katy enjoys visiting museums and galleries, exploring new cities and spending time with friends and family.
Looking to Discuss Your Financial Planning?
If you would like to understand more about how we work or arrange an initial conversation, we welcome you to get in touch.
Looking to Discuss Your Financial Planning?
If you would like to understand more about how we work or arrange an initial conversation, we welcome you to get in touch.