Financial Planning

Life Protection

Corporate Protection

Retirement Planning

Pensions On Divorce

About Cardinal

Over the last 30 years plus I have worked with three different Companies delivering bespoke advice and investment management services to my clients. The experience I have gained over these years cannot be bought and continues to serve me well in this ever-changing industry.

In setting up Cardinal Financial Planning and Wealth Management in 2015, my aim has always been to provide my clients with a Company they can trust to provide the most appropriate advice at all times; a Company they can call on whenever required; and a Company they feel comfortable referring their friends and family to for advice.

Cardinal gives me the ability to choose my clients carefully, not based on other people’s criteria of net worth, but where I feel that I can add value and be of continuing value to my clients. I am proud to say that over the years I have formed many relationships with clients which are also now friendships which extend beyond financial planning.

When I am not working I enjoy spending time with my wife, Jane and my children who are now grown up. I also enjoy playing the occasional game of golf, supporting Ipswich Town and playing Table Tennis in the Ipswich league.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Contact Us

8a Warren Heath Road, Ipswich, Suffolk, IP3 8TD

enquiries@cardinalwealth.co.uk

Office: 01473 717939

Mobile: 07958 808846

Cardinal Financial Planning and Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Cardinal Financial Planning and Wealth Management Limited. Registered in England and Wales, under company no. 09565939. Registered office address - Unit 4 & 5 Brightwell Barns Waldringfield Road, Brightwell, Ipswich, Suffolk, England, IP10 0BJ. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK