Our Process For Providing
Quality Advice
Understanding You
We will gather information from you about you and any plans you already have in place.
Planning
We'll explore and research various scenarios to make the most suitable use of your existing plans.
Implementation
Like most of our clients, you will probably prefer Cardinal to do the necessary work to put your plan into action.
Review
Nothing stands still, so it makes sense to review your plans regularly.
What our clients are saying
"Cardinal has managed our finances for several years, everything is fully explained and the face to face annual review allows us to check our situation and change as necessary. We can talk directly to our manager at any time and the returns on our investments have exceeded our expectations throughout. A very trustworthy and professional company we would thoroughly recommend."
Barbara R
"Simply the best service. James has dealt with two mortgages for me and his attention to detail is superb. For anyone looking for mortgage advice and help I couldn't recommend Cardinal highly enough."
John G
"I have used cardinal for mortgage advice and more for the past 5 years and have never been let me down. They walked me through my first home purchase, remortgaging and moving home."
Josh N
"I have received excellent service since I have placed my investments with Richard 3 years ago, we have regular reviews and he gives advice when required."
Charlie T
"Very good service, took a lot of the stress out of moving home, sorted out mortgages and insurances etc and made sure we were all set. I would highly recommend to friends and family. Thank you James!"
Charlotte G
Cardinal Financial Planning & Wealth Management
Registered in England No. 09565939
Registered Address: 8A Warren Heath road, Ipswich, IP3 8TD
Authorised and regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 978705 at register.fca.org.uk
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk
Follow
Our Services