Pension and Investment advice.
Growth and security underpin our attitude to wealth management. Your financial well being is our priority.
Whether you are a successful business owner, have savings and investments or have a property portfolio, allow us to ensure they are all working as hard as possible for you.
Risk can be interpreted in a number of ways. Tax, Divorce and Bankruptcy are usually at the top of the list of risks to your financial situation.
Speak to the experts and reduce or even remove these risks completely if possible..
Ensure your wealth remains with its intended recipient and in the most secure way possible.
Is protecting your estate beneficiaries from any number of external factors a priority for you? The Cadde Group can provide you with all of the tools necessary to protect and maintain your estate after your death.
The above services include will writing, taxation and trust advice and personal cash flow planning, none of which are regulated by the Financial Conduct Authority.
Paul became a financial adviser in 1985, prior to which he was a finance director of a large retail business. Though Paul does not provide investment advice any longer, he still is actively involved in Cadde Wealth Management and in the development of our services.
Chief Legal Officer
Graham has been with Paul Cadde and the group since the beginning and is now Chief Legal Officer. Graham protects the business and our clients across a number of areas. Graham provides invaluable experience to assist clients.
Chief Marketing Officer
William is responsible for all of our external and internal marketing. William oversees the distribution of financial information and news to all of our customers as well as the multi channel acquisition of new business.
Steven has been in financial services, sales and senior management since 1983. Steven is currently working with the management team on a range of projects intended to enhance and expand the existing client experience.
Independent Financial Adviser
Peter has been a financial adviser for over 13 years and prides himself of his friendly and knowledgeable advice style. Peter likes to build strong lasting relationships with his clients to help them achieve their financial goals.
At the Cadde Group we provide financial planning and investment portfolio management to shareholding directors and other successful individuals.
The team of advisers at the Cadde Group pride themselves on being completely client focussed and are dedicated to ensuring we always provide the best possible service. Their job is to guide our clients, making sense of the financial world and helping each client achieve their financial goals. Each adviser has a wealth of experience, amassing over 80 years worth of financial services experience between them.
Each Financial Adviser is fully qualified to provide high quality financial planning and is committed to continuing their professional development to ensure our clients benefit from the latest thinking and strategies in the financial planning profession.
- Pensions Knowledge 100%
- Investments Knowledge 100%
- Tax, Wills & Trusts Planning Knowledge 100%
- Lifestyle Financial Planning Knowledge 100%
Contact our friendly team
10 Chevron Business Park, Holbury, Southampton, Hampshire SO45 2QL
(023) 8089 2111
Weekdays: 9am to 5:30pm
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