Bespoke Retirement Planning
for Established Business Owners

Strategies that turn your company profits
into personal wealth and family security.

Bespoke Retirement Planning for Established Business Owners

We help business owners implement strategies that turn their company profits into personal wealth and family security.

Most business owners neglect their own financial planning through lack of time

We are Brilliant Sorters of Financial Stuff

Refreshingly straightforward, insightful financial advice that helps you get unstuck and start thriving.

Effective yet simple solutions
that don’t cost you a small
fortune in fees and charges.

Take full advantage of tax
efficient savings whilst retaining flexibility and control.

So pleased to have Hilary and her team looking after my affairs. Don’t believe I could ask for anything more.

Richard, Kent

Hilary’s advice to set up a pension fund through my business has stood the test of time and proved to be one of the best decisions of my life.

Tony, Gloucestershire

Hilary and her team are great at putting their clients at ease and take time to get to know them personally and individually

Claire, Bristol

Frank, honest and trustworthy advice that factors in lifestyle. It’s good to know that if my aspirations change Cardens will be there to provide advice and help me to make changes.

Clive, Bristol

We had a major success in a business venture and Hilary helped us to evaluate our needs and our life goals to help us make the right pension and investment choices.

Richard, Bristol

We have been clients of Hilary, Michael and the Cardens team for over 25 years and couldn’t imagine seeing anyone else.

Bernard, Wiltshire

HOW IT WORKS

Financial Planning

We Talk

Book a call to discover whether we are a good match to work together, and if so how and when we begin.

Investment Planning

We Meet

We meet to discuss and agree your priorities, services and fees then we map out your first 6-8 weeks initial plan.

Pension Planning

We Start

Sit back, relax and prepare to overcome the worry and uncertainty of not being financially sorted.

We understand Business Owners

When you’re running your own business, juggling family and generally enjoying the busy-ness of life, the last thing on your mind is planning for when things are a less hectic.

We purposely work with a small number of clients so we can get close to them and have an understanding of what they need and how we can support them to get things done.

Financial adviser

Don't wait 'till it's too late...

Hi, I'm Hilary. So many people tell me that they keep meaning to sort out their investments and retirement but they never quite get around to it. 

Well, I'm here, with my team, to make sure that you're not one of those people.
For that to happen, we need to talk. Choose an option below to get started.

Call us on 0117 290 0370

Guide to buying commercial property with your pension

PDF DOWNLOAD

Your unputdownable guide to buying commercial property with your pension fund

Click the button below to download our comprehensive guide to sourcing and buying commercial property to increase your pension fund.