CDC Wealth Management Ltd

Independent Financial Adviser Business and Innovation Centre, Wearfield, Sunderland, SR5 2TA
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
17th December 2018
A comprehensive face to face approach to Investment management Pensions advice and management Estate planning Protecting individuals and their families
We can advise you on
    • Commercial mortgages
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Terry Calland
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Neil Briggs
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Business and Innovation Centre, Wearfield, Sunderland, SR5 2TA

Contact us
About us

CDC is a wealth management firm which provides bespoke financial planning for High Net Worth and Ultra High Net Worth individuals. Founded in 2006 with origins in the North East of England, CDC now serves customers across the UK and overseas.

CDC holds the prestigious Chartered Financial Planner status, awarded by the Chartered Insurance Institute. Only the top few percent of firms which meet demanding and exacting standards, most notably around the level of qualifications within the firm, hold this accreditation. This helps to cement our commitment to being a leader in the industry, underscores our expertise and provides a quality kite-mark to our customers.

We believe in providing tailored, quality solutions to our customers’ financial dilemmas, backed by friendly and courteous service which helps to build a relationship of trust between customers and their advisers.

Our services

All our solutions are completely bespoke meaning you receive a financial plan that’s exactly in tune with your needs.

We build our offers around personal service and to do this we limit the number of customers per adviser. This means you receive more one-to-one attention.

We understand the frustration people can feel with firms where advisers change so we carefully match our advisers and customers but more than that, our advisers are with us for the long term meaning you can enjoy a long term relationship with your adviser.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

At CDC Wealth Management, we have established a number of service standards, as follows:

-We will always act impartially and client interests will always come first
-We will treat all clients fairly, indeed the processes employed within the business are designed and developed with this principle in mind.
-We will always act with integrity, honesty and openness in everything we do
-We will be totally transparent with regard to our dealings with you
-We will absolutely respect your confidentiality
-We expect to develop a long-term relationship with our clients, to ensure that any advice given continues to be appropriate as circumstances adapt and change

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