Our wealth management group
Our current portfolio is growing as we add to the financial planning and investment management excellence already with us.
Experts in financial advice
Catering to different types of investors, our portfolio is brimming with wealth management expertise on tap and technology-enabled solutions. Our talented teams span financial advice, investment management and technology solutions.
When acquiring a business, we look for a true partnership. Cultural fit matters to us, as does:
- Loyalty and the treatment of each employee
- An open-door policy when it comes to communication and ideas
- Transparency across all segments of business
- An honest, hard-working approach
- A history of excellence and professionalism at all times
- A forward-thinking attitude to wealth management – not stuck in the past
- Embracing technology that improves both customer and advisor experience
- Approaching sustainability and ESG with our shared vision
Whitefoord Wealth Management
Whitefoord offers a comprehensive wealth management service that combines discretionary fund management, investment management services and financial advice to provide its clients with a highly personalised and bespoke service. Based in London with a team of 31 advisors, investment professionals and support staff, it manages portfolios for private clients, trusts and pension funds, which were valued in excess of £312 million as at Q1 2022.
Pavis Chartered Financial Planners
Pavis is a chartered financial planning firm based in Liverpool, serving private clients across the UK. Pavis offers a range of advisory and investment services, including holistic financial planning, investment management, pensions advice, retirement planning and estate planning. Being amongst an elite group of financial planners nationwide Pavis has both Accreditation by the Chartered Institute for Securities & Investment, and Chartered status by the Chartered Insurance Institute. Pavis advises on assets of £280m, as at Q3 2021.
Munnypot Digital Advice
Munnypot provides a fully automated investment service that delivers affordable and easily understood financial advice to individuals. Built to comply with the FCA’s regulatory requirements, Munnypot’s award-winning technology provides a straightforward processing engine that dispenses financial advice, facilitates financial planning, supports product selection and automates elements of client servicing.
CDC Wealth Management
CDC Wealth Management offers bespoke financial solutions to High Net Worth and Ultra High Net Worth individuals, families and trusts. Founded in 2006 and based in the North East of England, CDC serves customers throughout the UK by delivering fully independent financial advice which is tailored around each customer’s unique circumstances. CDC believes that quality advice, backed by friendly service and flawless execution, adds up to a complete package customers will not only value themselves, but want to recommend to others. It holds the prestigious ‘chartered’ accreditation as well as the ‘pension transfer gold standard’ and manages assets of £160m (as at end 2021).
Campbell Thomson
Campbell Thomson has offered specialist Financial Advice and Financial Planning since 1978. Campbell Thomson’s independence and reliable approach allows them to offer strategic advice for the long-term, for the benefit of their clients. This genuine continuity, combined with their range of services within one practice, ensures that they can meet the individual needs of clients throughout the UK and overseas. Campbell Thomson advises on assets of £315m, as at Q1 2022.
Heritage
The team that founded Heritage 19 years ago have worked together for almost 30 years. Working with clients over the longer term, strategic planning and creation of long-term financial strategies underpins the Heritage offering. Clients of higher net worth, owner managed businesses and inter-generational family strategies make up the core client base of Heritage. Working with the other professional advisers is seen as a vital aspect of ensuring the best client outcomes. A robust investment proposition underpins the advised assets in excess of £200m as at Q4 2022.
IEP Financial
IEP Financial is based in Hove, East Sussex and was founded in 2013. IEP Financial serve both private and corporate clients primarily throughout the South East, but also across the UK. IEP Financials’ aim is to help each client achieve and maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. They have built up an enviable brand over the years and an excellent reputation for providing financial advice. They provide specialist financial advice to clients including pensions, investments, mortgages and tax planning and have assets under influence of over £530m.
Our companies
Whitefoord offers a comprehensive wealth management service that combines discretionary fund management, investment management services and financial advice to provide its clients with a highly personalised and bespoke service. Based in London with a team of 31 advisors, investment professionals and support staff, it manages portfolios for private clients, trusts and pension funds, which were valued in excess of £312 million as at Q1 2022.
Pavis is a chartered financial planning firm based in Liverpool, serving private clients across the UK. Pavis offers a range of advisory and investment services, including holistic financial planning, investment management, pensions advice, retirement planning and estate planning. Being amongst an elite group of financial planners nationwide Pavis has both Accreditation by the Chartered Institute for Securities & Investment, and Chartered status by the Chartered Insurance Institute. Pavis advises on assets of £280m, as at Q3 2021.
Munnypot provides a fully automated investment service that delivers affordable and easily understood financial advice to individuals. Built to comply with the FCA’s regulatory requirements, Munnypot’ award-winning technology provides a straightforward processing engine that dispenses financial advice, facilitates financial planning, supports product selection and automates elements of client servicing.
CDC Wealth Management offers bespoke financial solutions to High Net Worth and Ultra High Net Worth individuals, families and trusts. Founded in 2006 and based in the North East of England, CDC serves customers throughout the UK by delivering fully independent financial advice which is tailored around each customer’s unique circumstances. CDC believes that quality advice, backed by friendly service and flawless execution, adds up to a complete package customers will not only value themselves, but want to recommend to others.
It holds the prestigious ‘chartered’ accreditation as well as the ‘pension transfer gold standard’ and manages assets of £160m (as at end 2021).
Campbell Thomson has offered specialist Financial Advice and Financial Planning since 1978. Campbell Thomson’s independence and reliable approach allows them to offer strategic advice for the long-term, for the benefit of their clients. This genuine continuity, combined with their range of services within one practice, ensures that they can meet the individual needs of clients throughout the UK and overseas. Campbell Thomson advises on assets of £315m, as at Q1 2022.
