Client loginWorking with you
Your journey starts right here
At Cadlam Wealth, we bridge the gap between your finances and future aspirations. We’re your strategic partner in building a robust financial plan.
Our mission is clear: we are committed to empowering both business owners and individuals. We equip you with the financial tools and insights to guide you towards securing your financial wellbeing.
A peek into the process
Looking ahead is essential. Explore each of the stages below to see where your journey with us will take you.
Step 1
No-obligation initial consultation
Following the initial referral, we will meet with you at our expense to establish what is important to you and learn about your current financial goals.
Step 2
Analyse your financial situation
Next, we use the information that we’ve gathered to analyse your financial position. We then diligently research potential solutions.
Step 3
Create a bespoke plan
In the background, we’ll build your unique plan. We’ll meet again to explain our recommendations so that you can make fully informed decisions.
Step 4
Implement our recommendations
Once you are happy to proceed, we’ll begin to implement our recommendations. We’ll help you complete all the necessary forms and ensure your applications are processed in a timely manner.
Step 5
Regular reviews of your plan
As your life changes, we’ll annually review your plans to ensure they take into account any changing personal circumstances, economic changes, and any new tax legislation or regulations.
Here's what people say about us
“Both my wife and I have known Andrew for several years. In that time, he has become a trusted adviser to us and is someone who we have implicit faith in. We feel secure with him dealing with our finances and would highly recommend his services.”
Chris Blantern
“We needed to fund a renovation project and carefully consider Inheritance Tax in the process. Andrew was quick to understand the complexities of our situation and put forward various options, explaining them clearly. He was very proactive, which is what we needed.”
Elizabeth Naish
“Andrew helped me sort all my pensions and gave invaluable help and advice regarding investments. He is always available and keeps me abreast of any changes in government policy that may affect me.”
Diane Waterhouse
“After a difficult trading year and my nervousness, as usual, Andrew has calmed my fears and put my mind at ease. I’d recommend him to anyone who expressed a need to speak to an adviser.”
Richard Nicholls
“Andrew has my complete confidence. He does his research, talks carefully through the options, listens to questions, deals with my uncertainties, and all in the most pleasant, personable manner.”
Bob Watt
Cadlam Wealth is a trading style of iWealth Financial Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 949845, which can be verified by visiting the FCA Register – click here to view.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Companies House Registered Address: iWealth Financial Ltd., 20 Parklands Close, Moortown, Leeds, West Yorkshire, LS17 6TA. Registered in England. Company number: 13335250.
Production
