CDC Wealth Management Ltd

Independent Financial Adviser  Business and Innovation Centre, High worsall, North yorkshire, TS15 9PT
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FCA authorised
Last authorised 14th September 2020
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
Meet our advisers
Neil Briggs
Chartered Financial Planner
Terry Calland
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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