We discuss and agree your priorities, services and fees then we map out your first 6-8 weeks of your initial plan. So many people tell me that they keep meaning to sort out their investments and retirement but they never quite get around to it. Refreshingly straightforward, insightful financial advice that helps you get unstuck and start thriving.
We purposely work with a small number of clients. This is because we provide help and support that is relevant to you. We're also 'hands on' so that things get done, leaving you free to focus on running your business.
We purposely work with a small number of clients. This is because we provide help and support that is relevant to you. We're also 'hands on' so that things get done, leaving you free to focus on running your business.
Services
We put our success down to building close relationships with our clients, as well as the knowledge and experience of our team. Hilary founded Cardens in 1993 and Cardens Pension Trustees Ltd in 1995. One of the first women to become a Registered Life Planner, Hilary has 30+ years experience of financial and retirement planning and managing self administered pension schemes.
We help business owners implement strategies that turn their company profits into personal wealth and family security. Refreshingly straightforward, insightful financial advice and support that helps you get unstuck and start thriving. Effective yet simple 'Sleep soundly' solutions that don't cost you a small fortune in fees and charges.
We understand that your time is spent managing and growing your business, so you don't have the time or inclination to manage your investments. Investing doesn't have to be complicated. Or expensive. Over the years, we've found a refreshingly straightforward process that is easy to understand and effective.
We know from experience that you don't like plans and products because it can feel like your hard earned cash is going into a black hole. Lost for years to some faceless corporation. Remember that a pension is just a government approved tax wrapper and it doesn't have to be locked up in some insurance company or pension provider.
Book a call to discover whether we are a good match to work together, and if so how and when we begin. We meet to discuss and agree your priorities, services and fees then we map out your first 6-8 weeks initial plan. Sit back, relax and prepare to overcome the worry and uncertainty of not being financially sorted.
