Who we help
Business Owners
Navigating the financial complexities of running a business can be daunting. We offer specialized expertise and support from tax and finance experts dedicated to helping business owners maximize their wealth and streamline their financial operations. Exiting from business with a large capital sum can be daunting, a period of readjustment.
Retirees
Planning for retirement is about securing a future you can enjoy. We provide tailored strategies to ensure your retirement years are financially stable and fulfilling, giving you peace of mind and the freedom to pursue your passions.
High-Net-Worth Individuals (HNWIs)
Managing substantial wealth requires sophisticated strategies and a nuanced approach. We cater to high-net-worth individuals with personalised solutions designed to preserve and grow your assets, ensuring your legacy for future generations.
What We Do
Portfolio performance
Your investments should reflect your goals and aspirations. Our evidence-based approach to investment management focuses on creating diversified portfolios that are regularly monitored and adjusted to align with your financial objectives.
Strategic Decision Making
Comprehensive financial planning is the cornerstone of our services. We cover every aspect of your financial life, from retirement and estate planning to tax optimisation and risk management, ensuring a holistic strategy tailored to your needs.
Giving you the tools
Understanding the psychology of investing is crucial to long-term success. Our behavioural coaching helps you stay disciplined and make informed decisions, avoiding common pitfalls and emotional reactions that can derail your financial plans.
Contact us today
Experience a new standard in wealth management with Cadre Wealth. Our unique approach, bolstered by the expertise of dedicated tax and finance professionals, ensures that business owners, retirees, and high-net-worth individuals receive the highest level of personalized service and strategic advice.
Ready to take control of your financial future? Reach out to us to schedule a consultation and discover how our modern, independent, evidence-based, and fixed fee financial planning can help you achieve your financial goals.
