Expert Guidance for a Secure Financial Future
Dealing with your finances can feel overwhelming, especially when you have to seek advice from multiple different types of advisers. Cade & co recognises the value of conducting financial evaluation using a complete framework. Our organisation establishes full financial planning for your entire financial life so your family can achieve stability while growing its wealth with us.
ABOUT US
Your Trusted Partner in Financial Success
Cade & co was founded on the principle that all aspects of financial planning should work in harmony. We saw that investment-only advisors were insufficient for clients’ needs. As a solution, we have combined investment advice with retirement planning, estate planning and tax efficiency to create a personalised solution for your complete needs.
Our initial step focuses on us gaining a full understanding of your specific objectives and the obstacles preventing you from achieving them. Your financial situation helps us develop a financial strategy that targets your most important needs. Our approach includes proactive communication and routine plan reviews to maintain alignment with your changing life conditions. We aim to provide clear, actionable guidance that helps you make knowledgeable choices.
Why CADE AND CO LLP?
Why Choose Cade & Co LLP?
Building Lasting Financial Confidence
True financial security develops through advice that demonstrates enduring value. Your financial plan is designed to support your present needs while adapting to life’s changes, ensuring future security. Through our partnership, you will get access to specialists who make long-term achievements their main priority.
We invest our time in discovering your objectives and principles along with your life aspirations to maintain their alignment with every financial action you take. A collaborative approach ensures stable financial security, enhanced wealth protection and lasting benefits for you and future generations.
HOW WE CAN HELP YOU
Wealth Management Made Simple
Investment
Advisory Services
After we have a comprehensive understanding of your needs, objectives and constraints, our
Retirement
Planning
The rules that govern the range of retirement planning options are incredibly complex. Once you have
Estate Planning &
Wealth Preservation
If you are planning on leaving assets to your family or others on death or wish to gift assets
OUR SERVICES
Your Trusted Financial Partner
Private Client Services
At First Choice Wealth Management, the services that we offer are specifically...
Corporate Services
At First Choice Wealth Management, the services that we offer are specifically...
PROTECTING YOUR AND YOUR FAMILY
Personalized Plans for
Maximum Gains
Life Insurance
Life Insurance provides your family protection by paying out a lump sum on death. The level of cover you need is carefully assessed by one of our experienced Financial Advisors to tailor a plan that meets your requirements.
Critical Illness
Critical Illness provides protection by paying out a lump sum if you are diagnosed with a serious illness such as cancer or you have an accident which renders you permanently unable to work. This type of protection affords you the ability to potentially repay your mortgage, or supplement your current income if need be. Importantly you have full flexibility and total control of how you spend the money.
Health Insurance
Tired of waiting for the NHS? Health Insurance offers quick access to private diagnosis and treatment should you fall ill or be injured. Cade & Co LLP aims to meet your individual needs and tailor an insurance policy to meet all your requirements.
TESTIMONIAL
Personalized Plans for
Maximum Gains
