We are Brilliant Sorters of Financial Stuff
HOW IT WORKS
Define
Starting with your objectives and timescale, we discuss and agree what you want and need from your investments to achieve your objectives.
Design
We recommend an appropriate mix of assets and funds, taking care to ensure that you feel comfortable with your portfolio.
Discipline
We work closely with you to ensure that your investments are regularly reviewed and that they remain suitable, making changes only with your authority.
OUR APPROACH
We have a tried and tested investment philosophy developed over more than 20 years
During this time, our Investment Director, Michael Carden, has run our Investment Committee and is responsible for reviewing and researching the asset allocation and funds we recommend.
To add depth and breadth to our inhouse investment expertise, we also engage the services of an external independent research company.
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.
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.
Hilary and her team are great at putting their clients at ease and take time to get to know them personally and individually
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.
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.
We have been clients of Hilary, Michael and the Cardens team for over 25 years and couldn’t imagine seeing anyone else.
Refreshingly straightforward, insightful financial advice and support that helps you get unstuck and start thriving.
These are a highly tax efficient wrapper, not a product so we ensure you take full advantage of this.
