Straightforward Financial Planning, Built Around You.
Independent Financial Advisers supporting individuals, families and businesses across the UK.
Whether you are planning for the future, preparing for retirement, or reviewing your existing arrangements, we provide clear, considered financial guidance tailored to your circumstances.
From personal financial planning and retirement considerations to workplace pensions and employee benefits for SMEs, our approach is always straightforward, professional and relationship-focused.
We provide advice and planning services across a range of areas, including:
PENSIONS
INVESTMENTS
TRUSTS
TAX & INHERITANCE
LIFE INSURANCE & PROTECTION
Long-standing client relationships
At CDP Wealth, we believe financial planning should feel clear, personal and easy to understand.
As Independent Financial Advisers (IFAs), we are not tied to specific providers or products. This allows us to consider a broad range of solutions across the market, helping clients make informed decisions based on their own goals and circumstances.
We support clients across all stages of their financial journey, from building wealth and protecting family finances to retirement planning and legacy considerations.
PRIVATE CLIENTS
For Individuals
Supporting individuals and families through every stage of life, from early financial planning and wealth accumulation through to retirement and legacy planning.
Whether you are growing your income, planning for retirement, or reviewing existing arrangements, we aim to provide straightforward, professional support that evolves with you.
CORPORATE SERVICES
For Businesses and SME's
We work with businesses and SME's across the UK to support workplace pension schemes, employee benefits and financial wellbeing initiatives.
Our corporate pension services currently support over 750 employees, with approximately £20m in workplace pension assets across the schemes we advise on.
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.