PERSONAL FINANCIAL PLANNING

Cedar has designed its service to reflect that its clients are individuals and so very different…

We gear our services at Cedar to work with our clients as individuals, not as a collective. People tend to set their own individual objectives, needs and aspirations throughout their life – some of which can be assisted by wealth management. We cut out the jargon when we meet you and focus on what is important. We are in interested in you, where you are now, your financial fears and where you want to be in the future; the financial planning part simply helps piece it together.

THE CEDAR SERVICE

We have a range of proven solutions that help mould your financial plans into something that will help facilitate your goals and get you where you want to be. Cedar providers private financial planning for:

  • Early financial independence;
  • Funding special events;
  • Protecting your family;
  • School & University fee planning;
  • Funding your retirement;
  • Protecting wealth & investing for the next generation;
  • Mortgage & Equity Release
  • Long Term Care/Later Life Advice

The Financial Conduct Authority does not regulate School & University fee planning.

Cedar Wealth Planning is an appointed representative of Elevation Wealth Management Ltd which Authorised and regulated by the Financial Conduct Authority.

Cedar Wealth Planning is 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.