Cedar Wealth Planning

Cedar Wealth Planning Website

We Are Independent Financial Advisers

We work with clients in Derby, Nottingham and the wider East Midlands, offering both personal and business advice tailored to you; addressing your concerns, meeting your objectives and working to secure your financial future.

Our wealth planning advice will help you find the balance of planning for the future, without compromising on your lifestyle today, giving you the peace of mind and confidence that your finances are in safe hands.

This Is How We Make a Positive Difference…

We believe that building a strong, trusting and long-term relationship is the key to solving your current financial concerns and achieving your future objectives. What are your goals and dreams? What sort of lifestyle would you like to have in retirement?

You work hard for your money, life is busy, but it’s never too soon to start planning for the future.

Our advice is bespoke; tailored to you and your individual circumstances, while our independent status means we are able to research the entire marketplace to identify the most suitable solution for you.

Wealth Planning Services

Investments – investing money needs careful consideration and you need to be absolutely sure of the risks involved

Pensions – It is important to plan ahead for your retirement. We can explain why pension planning is critical and explain the options available

Protection – The cost of insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. We can provide helpful information on the different types of protection products available.

Business Protection – Business protection is all about insuring for the unexpected. It’s a way of protecting your business if something goes wrong.

For more information or a free, no obligation coffee and chat, give us a call on 01332 447 484 or drop us an e-mail to wealth@cedarwealthplanning.co.uk

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