CEDAR WEALTH PLANNING

Take Control Of Your Financial Future

Cedar Wealth Planning is an appointed representative firm of Elevation Wealth Management Limited. We provide both personal and corporate advice tailored to you; addressing your concerns, meeting your objectives and working to secure your financial future.

PERSONAL FINANCIAL PLANNING

Our 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.

CORPORATE FINANCIAL PLANNING

At Cedar Wealth Planning 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.

STRATEGIC PARTNER

ELEVATION ESTATE PLANNING LTD

As an appointed representative of Elevation Wealth Management, we offer a bespoke planning service through Elevation Estate Planning Ltd to give you the peace of mind that your new Family Trust structure is in safe hands.

THE IFA INTEGRATION COMPANY

ELEVATION FINANCIAL GROUP

Formed in 2011, as a specialist National consolidator of Independent Financial Adviser (IFA’s) practices throughout the UK.

About CEDAR Wealth Planning

Cedar offers both personal and corporate advice tailored to you; addressing your concerns, meeting your objectives and working to secure your financial future.

Our 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.

PENSION. INVESTMENT. RISK. TRUSTS.

Cedar has designed its service to 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.

Cedar Wealth Planning is an appointed representative of Elevation Wealth Management Ltd, who are authorised and regulated by the Financial Conduct Authority.

Cedar Wealth Planning are registered in England & Wales No. 08563260. Registered Address: The Greenhouse, 106-108 Ashbourne Road, Derby, DE22 3AG. We are entered on the Financial Services Register No.709438 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.