Cardens Ltd

Independent Financial Adviser 1 Westbury Mews, Westbury Hill, Bristol, BS9 3QA

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

We're Brilliant Sorters of Financial Stuff...

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Tax & trust planning
- Estate planning
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children

Meet our advisers

Hilary Carden DipPFS CFP MCSI ACII RLP

Managing Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

ACII - Associateship Examination (CII)

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CFP - Certified Financial Planner Licence (IFP)

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations

Michael Carden BSc FRICS DipPFS

Investment Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

About us

Cardens exists to inspire, motivate and help our clients make the right financial choices so that they can enjoy their lives, worry free. And what's more, we've been doing it for 25 years.

Our services

If you're a business owner, particularly a family business, we think you'll enjoy working with us.
If you appreciate the value of refreshingly straightforward advice, we're the ones.
And, if you're looking for someone who's genuinely interested in you, your life and your family, then we should talk.
Still not sure? then why not check out our website?

Compliance

Cardens Ltd is authorised and regulated by the Financial Conduct Authority Register Number: 591356

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Tax & trust planning
- Estate planning
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Compliance

Cardens Ltd is authorised and regulated by the Financial Conduct Authority Register Number: 591356

Contact options

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