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.
Katy Cadman is a Director of Cadman Wealth Planning Ltd, having previously worked for Lloyds Private Banking Ltd before joining St. James's Place in 2008. She has amassed knowledge and experience over the past 20 years from working in various aspects of the financial service sector. She was awarded the title, Chartered Financial Planner by the Chartered Institute of Insurers in January 2018 and went on to achieve Fellowship of the CII which is universally regarded as the premier qualification for those working in the insurance industry.
Katy is passionate about the advice she provides and prides herself on maintaining a long-term relationship with clients, providing them with a source of trusted advice as their financial needs evolve over the years.
Katy specialises in Inheritance Tax planning, investment planning strategies, retirement planning and long term care advice.
In her spare time Katy enjoys spending time with her family and friends and perhaps indulging in a glass of wine or two!
Jon has worked in the financial services industry for over 19 years. He enjoys meeting with clients to find ways of achieving their goals and making the journey as enjoyable as possible.
Jon is committed to providing excellent customer service, with clear communication and jargon free discussions.
When not working Jon likes to spend time with his partner and young daughter as well as playing golf, fitness and running.
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.
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.
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.