Business Details
Trusted Financial Advisers in Milton Keynes
Established in Milton Keynes, CADE provides wealth management advice to individuals, trustees, and corporate clients. Our approach prioritises a deep understanding of each client's financial circumstances, needs, and objectives, ensuring tailored solutions that adapt to evolving requirements. With a team-based methodology, we combine financial planning, tax-efficient structuring, and asset management to deliver comprehensive strategies. Our advisers focus on transparency, expertise, and long-term client relationships, offering access to sophisticated financial products at institutional rates.We specialise in pensions, tax and estate planning, alternative investments, and insurance, ensuring clients achieve their financial goals with confidence. Our commitment to ongoing reviews and regulatory compliance underscores our dedication to maintaining the highest standards of service and client satisfaction.
Services
Wealth Management
Retirement Planning
Tax-Efficient Investing
Insurance & Protection
Corporate Financial Planning
Pension Consolidation
Critical Illness Cover
Private Medical Insurance
Inheritance Tax Planning
Employee Benefits Schemes
Highlights and features
- We offer a personalised approach to financial planning with tailored solutions
- Our team combines expertise in financial planning, tax structuring, and asset management
- We provide access to institutional-rate sophisticated financial products
- We implement tax-efficient strategies to reduce client liabilities
- We conduct regular portfolio reviews to ensure ongoing alignment with client goals
Associations and certifications
- Financial Conduct Authority
What people say
Consolidate pensions
Right insurance cover
Free review informative
Services
Wealth Management
Our wealth management service combines financial planning, tax-efficient structuring, and asset management to create tailored strategies. We work closely with clients to understand their financial goals, risk tolerance, and time horizons. By leveraging institutional-grade investment products and ongoing portfolio reviews, we help clients grow and protect their wealth while minimising tax liabilities.
Retirement Planning
We specialise in comprehensive retirement planning, including pension consolidation, income forecasting, and tax-efficient withdrawals. Our advisers assess clients' current financial positions and future needs to develop sustainable retirement strategies. We offer expertise in SIPP, SSAS, and workplace pension solutions, ensuring clients achieve their desired post-retirement lifestyle while complying with regulatory requirements.
Tax-Efficient Investing
Our tax-efficient investing service focuses on minimising liabilities through government-approved schemes like EIS, VCT, and SEIS. We analyse clients' tax positions to implement strategies that reduce current and future obligations. By utilising capital allowances and tax reliefs, we help clients optimise investment returns while maintaining compliance with HMRC regulations and legislative changes.
Insurance & Protection
We provide bespoke insurance solutions including life cover, critical illness protection, and private medical insurance. Our advisers assess clients' personal circumstances to recommend appropriate coverage levels. We source cost-effective policies that ensure financial security for dependents while offering tax-efficient payout structures, with annual reviews to maintain policy relevance and adequacy.
Corporate Financial Planning
Our corporate financial planning service supports businesses with pension schemes, employee benefits, and risk management. We collaborate with accountants and solicitors to develop tailored solutions for directors and staff. Services include SSAS/SIPP implementation, salary sacrifice arrangements, and corporate insurance reviews, helping businesses attract talent while optimising tax efficiency and regulatory compliance.
Questions
What financial services do you offer individuals?
We provide wealth management, retirement planning, tax-efficient investing, and insurance solutions tailored to personal circumstances.
How do you help with pension consolidation?
We assess your existing pensions, recommend appropriate transfers, and create unified retirement strategies with ongoing performance reviews.
What tax-efficient investment options are available?
We offer EIS, VCT, SEIS schemes and capital allowance utilisation strategies to reduce tax liabilities while growing wealth.
Do you provide corporate financial advice?
Yes, we specialise in employee benefits, director pension schemes, and corporate insurance solutions for businesses.
How are investment risks managed?
We conduct thorough risk assessments, implement diversified portfolios, and provide regular reviews to ensure alignment with your risk tolerance.
