Robert Cadman is highly experienced as a Financial Adviser having spent over 20 years in the financial sector, working in various capacities within the industry, including banking and financial investment. Robert is the Managing Director of Cadman Wealth Planning Ltd.
Fourteen years in the Financial Services sector has equipped Katy well for her role of supporting Robert in his efforts to provide the best possible service to clients of Cadman Wealth Planning Ltd. Whilst being a Director of the company, her individual skills and practical knowledge of the financial business helps our clients initial contact with the company to become a smooth and more informed experience.
Charles joined Cadman Wealth Planning Ltd as a Wealth Management Consultant at the end of 2016 having spent the previous six years in the St. James's Place investment team at their head office in Cirencester. Charles’s emphasis is on developing and maintaining long-term relationships with his clients, providing them with a source of trusted advice covering all areas of wealth management.
Anna joined Cadman Wealth Planning in November 2013. Having previously worked in the hospitality industry Anna’s role includes client servicing, organising client events, seminars and marketing. She is usually the first point of contact with the practice.
Anna enjoys spending time with family and friends.
Having worked in the banking and financial services sector for over 20 years and with independent financial Advisers since 2005. Deborah joined the practice in June 2016. She runs the practice on a day to day basis working closely with the advisers and admin team to ensure that the highest standards of service are maintained for all our clients.
When not at work Deborah enjoys spending time with her husband and three children, renovating her cottage garden and cooking.
Kate joined Cadman Wealth Planning in September 2016. With over 10 years of experience in the Financial Services industry, including advising in mortgages and protection. Kate assists with practice administration and client servicing 3 days a week.
When not at work, Kate enjoys spending time with her husband and two young children.
Karen joined the practice in April 2017, having worked in administration roles for both financial services and local government for a number of years. Karen’s role includes client servicing and providing administration support to the whole team.
When not at work Karen enjoys spending time with family and friends.