Group Information >  Group Portfolio

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

See OUR CORE VALUES

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.

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.