08009993348 david@cadoganwilson.co.uk

Partner professionals

We bring to our Wealth Management Programme expert knowledge in the financial areas we address, including:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Family Protection
  • Business Protection

However our experience as wealth managers tells us that from time to time you may need to access the services of other professionals in a coordinated way and without having to shop around. We have therefore developed a network of carefully-screened partner professionals to whom we will introduce you if and when you require other services such as:

  • Legal Services – wills, probate, trusts
  • Accountancy Services – onshore and offshore tax planning for individuals and companies
  • Business Consultancy – corporate finance, employee benefits, exit strategy planning, succession planning, management buy out, business grooming, sale of business
  • Property Management Services – residential and commercial
  • Equity Release – SHIP (Safe Home Income Plans).

Naturally, where it is appropriate, we and our partner professionals will work with your existing advisers to ensure coordinated strategies are adopted.