08009993348 david@cadoganwilson.co.uk

Who will benefit?

Typically you will find our Financial Planning Service and its associated Wealth Management Programme of great benefit if you are one of the following:

  • Business owner
  • Senior executive
  • Senior professional
  • Retired or pre-retired with significant capital to invest
  • Windfall recipient
  • Beneficiary under a divorce settlement
  • Trustees of substantial settlements

Also, you will have a genuine desire to engage with us in a professionally-conducted  financial planning process that will enable you to identify and achieve the financial and lifestyle goals that are important to you.