C D C Wealth Management Ltd

General information

At CDC we offer a range of services for high net worth private individuals, families and trusts. These services are aimed at providing comprehensive financial, retirement and investment planning. CDC also works with other professional advisers including accountants and solicitors. This team approach ensures that all aspects of planning are aligned.

We find that no individual’s or family’s affairs are alike. Our independence and commitment to service ensures that we are able to meet your individual needs and provide bespoke solutions from across the market place and not from a limited product range.

Trusts and charities have responsibilities in law. CDC can help ensure they benefit from professional investment advice and planning that meets their objectives cost effectively and demonstrate their adherence to legislation.

CDC’s services and costs are designed to be clear, transparent and provided on a fee basis. This fee basis ensures that we are able to demonstrate our absolute independence, and allows the client to understand what our responsibilities are.

Our belief is that strong long term relationships are fundamental in successful financial planning, therefore, our aim is to build long term relationships based upon a deep understanding of our clients’ needs whilst maintaining flexibility to adapt to their changing requirements.

Why Choose CDC

All our solutions are completely bespoke meaning you receive a financial plan that’s exactly in tune with your needs.

We build our offers around personal service and to do this we limit the number of customers per adviser. This means you receive more one-to-one attention.

We understand the frustration people can feel with firms where advisers change so we carefully match our advisers and customers but more than that, our advisers are with us for the long term meaning you can enjoy a long term relationship with your adviser.

Despite looking after customers around the globe, we have a very efficient structure which means we can respond rapidly to changes in the financial landscape.

The absence of a bloated hierarchy also means we can keep our prices competitive.

We pride ourselves on our expertise with our staff achieving the highest academic and professional qualifications. As a Chartered Financial Planning firm, we must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places clients' interests at the heart of the advice we give.

We are innovative and in tune with contemporary financial thinking meaning we are not constrained by outdated models and techniques.