Brilliant Financial Planning for Business Owners

Get Clear. Take Action. See Results.

We are Brilliant Sorters of Financial Stuff

As Business Owners, we often spend so much time making our company successful and profitable, that we neglect our own financial and tax planning.
Our Brilliant Financial Planning provides a simple framework and one-to-one ongoing support that allows you to change this.

HOW IT WORKS

Financial Planning

Focus

Within 6-8 weeks we’ll review, research, number crunch and present you with plan that addresses your number one concern.

Investment Planning

Implement

You’re busy, so we’ll deal with getting your initial financial plan actioned, keeping you in the loop but not bogged down with admin.

Pension Planning

We Start

From 8 weeks you move to our ongoing service, agreed at outset, where your planning continues we provide regular nudges and at least one-to-one full review a year.

Our Team is Your Team

We work with a small number of clients and we like it that way.

We’re a friendly team and genuinely interested in them, their life and their family.

Understanding what’s important to them, enables us to deliver real value through refreshingly straightforward advice and effective strategies.

Cardens Financial Planning
Cardens Financial Banner

All our work is backed by

The Cardens Promise:

we want to work with clients that want to work with us – so we don’t lock you in to any long term contract and you can end our agreement at any time, without penalty. We’ll only charge you for any work that we’ve done for you up to that time.

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

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.