Private Client Services

At Cade & Co LLP, the services that we offer are specifically tailored to the individual circumstances of our clients.

Our advisers look to fully understand client requirements before offering any advice. That way our clients can rest assured that any advice offered to them will be relevant to them.

Investments

A significant proportion of our clients had little understanding of the risks they were facing within their investment portfolios or the fees that they were paying when they first spoke to us. At Cade & Co LLP we will ensure that you are fully aware of both the risks and the fees of the investment portfolio we will structure for you.

We are able to provide our clients with privileged access to sophisticated financial products at institutional rates not normally available in the retail marketplace.

We also look to add value by investing your money in the most tax-efficient way possible. We believe the tax-efficient management of your assets is of vital importance as lowering your tax liability also lowers the investment risk you need to take to achieve your goals.

Our clients benefit from privileged access to sophisticated funds on institutional terms not normally available

We are able to provide our clients with privileged access to sophisticated financial products at institutional rates not normally available in the retail marketplace.

Our clients benefit from privileged access to sophisticated funds on institutional terms not normally available

We offer a wide range of advice that covers:

Retirement Planning

It’s never too soon to plan for your retirement. Although the government will provide everyone who qualifies with a state pension, this is unlikely to provide an adequate income, so making your own arrangements is essential.

The most popular form for retirement saving is the pension (either a workplace pension or a personal pension). Other ways you might save for retirement include ISAs, and property, but however you choose to save it is essential to have a proper plan in place.

How We Can Help

At Cade & Co LLP we will work closely with you to fully understand your current position and establish your needs. We can then put a plan in place, so that you know in advance that your retirement fund is on course to deliver the income you will need to support your lifestyle in the years to come.

Perhaps you require assistance with a specific pension problem, or want a full review of all your schemes with a view to consolidating. Maybe you are unhappy with how your pension has performed, or you would like more control over investment decisions. Whatever you need, we are here to help.

Mortgage Advice That Moves You Forward

Whether you’re buying your first home, refinancing, or investing in property, navigating the mortgage market can be complex. At Cade & Co LLP we simplify the process by offering expert, independent advice tailored to your financial situation.
We help you secure competitive mortgage rates, structure borrowing efficiently, and align your property decisions with your broader wealth strategy. With just a call, you can take a smarter step toward your financial future.

Unlock the Value of Commercial Property in Your Pension

Commercial property can be a powerful asset within your pension — offering long-term growth, rental income, and tax advantages. We guide clients through the process of acquiring and managing commercial property within their pension schemes, including SIPPs and SSAS arrangements.
From sourcing suitable properties to navigating HMRC rules and structuring purchases tax-efficiently, our team ensures your pension investments work harder for your retirement goals.

Insurance & Protection

Insurance is a vital part of any sound financial plan. You must ensure that you have protection for those that depend on you should the worst happen. A significant proportion of the population does not have adequate protection against critical illness, accident, unemployment or death. Just as many do not have adequate protection against events that can lead to large unforeseen costs, such as property damage. At Cade & Co LLP, we know that providing a safety net can really make a difference when faced with those unforeseen events.

Products

By sourcing the most appropriate and cost-effective insurance solutions available we look to ensure that benefits will be paid without delay and in the most tax efficient manner.

We also provide advice on Private Medical cover, offering advice to both companies and individuals, together with annual medical insurance reviews.

Our protection services include: