About us
A Winning Team
We’ve been working with our clients for over 30 years now. And many of them have been with us since the beginning.
We put our success down to building close relationships with our clients, as well as the knowledge and experience of our team.
Hilary Carden
Managing Director
Michael Carden
Investment Director
Sharon Redman
Client & Office Manager
Paddy Mackay
Administrator
Robert Carden
Operations Director & Paraplanner
OUR COMMITMENT TO YOU
- We understand that money is not just for saving , it’s for spending on nice things, family and experiences
- We’ll be there for the long term. We have been helping our clients for 30 years and don’t plan on going anywhere.
- We genuinely care about you, your life and your family.
- We want to always be there to help you make the right choices for yourself, and the people you care about.
What our clients say...
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.
I am so pleased to have Hilary and her team looking after my affairs. I don’t believe I could ask for anything more.
Hilary and her team are great at putting their clients at ease and take time to get to know them personally and individually.
Refreshingly straightforward, insightful financial advice and support that helps you get unstuck and start thriving.
Effective yet simple ‘Sleep soundly’ solutions that don’t cost you a small fortune in fees and charges.
These are a highly tax efficient wrapper, not a product so we ensure you take full advantage of this.
