Cadman Wealth Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
“Being extremely busy with my day to day business, I have taken great comfort in having a supportive and experienced team at Cadman Wealth Planning at hand to deal with my personal investments, source mortgage financing and offer sensible practical advice to invest in the right way for me.”
Christopher Campbell, Investor, Bristol
“Katy and Robert Cadman are very efficient and professional in giving help and advice on which investments are best suited for your individual needs. We would thoroughly recommend Cadman Wealth Planning and the St. James's Place Investment Management Approach for a positive result.”
Howard and Sally Pearce, Thornbury
“Rob and Katy have been looking after our investments for over 10 years, always providing sound advice and information. In particular dealing with potential issues surrounding inheritance tax planning and investment planning. We have always found the way they present complicated matters in a clear manner helpful and their advice very sound.”
Bob and June Cope, Tamworth
“We have been clients of Cadman Wealth Planning for many years, as have other members of our family. We have always found them extremely professional, knowledgeable, helpful and friendly, through good times and bad, always there at the end of the phone to answer any queries and offer advice. They have looked after us extremely well for so long, we would not consider using any other company. Would highly recommend.”
Diane Mann, Worcester
Your home may be repossessed if you do not keep up repayments on your mortgage.
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Cadman Wealth Planning Ltd is registered in England and Wales, Number 6601271. Registered Office: Woodlands Grange, Woodlands, Bradley Stoke, Bristol, BS32 4JY, England.