Our advice is bespoke; tailored to you and your individual circumstances.
Cedar Wealth Planning will help you find the balance of planning for the future, without any need to compromise on your lifestyle today. We give you the peace of mind and confidence that your finances are in safe hands.
With a suite of ongoing planning packages to select from, Cedar Wealth Planning provides structured and consistent ongoing planning and support; from the initial advice we give through to implementation.
THE CEDAR SERVICE
At Cedar Wealth Planning our services are geared to work in individual harmony with our clients, not as a collective.
Fundamentally, people do tend to have similar needs and ambitions. For example, financial security before and after retirement. However, due to different life experiences as well as individual means and tastes means the solutions can be quite different.
MEET THE TEAM
With offices across the UK, Cedar Wealth Planning provides both personal and business advice tailored to you; addressing your concerns, meeting your objectives and working to secure your financial future.
Cedar Wealth Planning is an appointed representative of Elevation Wealth Management Ltd, who are authorised and regulated by the Financial Conduct Authority.
Elevation Wealth Management Ltd is wholly owned by Cador Wealth Ltd registered in England and Wales No. 16232076.
Cedar Wealth Planning are registered in England & Wales No. 08563260. Our registered address is Elevation House, Unit 1 Marlin Office Village, Chester Road, Castle Vale, Birmingham, England, B35 7AZ. 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.