Investments

We will help you understand what types of investments are right for you.

For us, it’s about investing in the right way where trust, transparency and honesty are foremost in the process.

We help maximise the returns within challenging and changing markets to create investment proposal that benefit our clients.

InvestmentsFuel2025-07-29T12:42:23+00:00

Investing For Income
If you need the income for life, then the sustainability of that capital/income is important, otherwise you could run out of money. It is therefore important that any investment is providing more income than you are taking.

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Investing For Growth
Having capital can present problems in its own right. What do you invest into to provide a decent return? How do you stop paying tax on the capital? How do you protect the capital against falls in the stock markets?

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Cardan Wealth Management LLP is an Appointed Representative of Premier Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Cardan Wealth Management LLP is entered on the Financial Services Register https://register.fca.org.uk/ under reference 1037331. Registered in England and Wales as a limited liability partnership. Registration Number OC456628. Registered Address: English Mutual House, 22, The Tything, Worcester WR1 1HD

The guidance contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. If you wish to register a complaint, please email cwmtaunton@cardan-group.com or phone 01823 216022. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567

Our website includes links to third-party websites. These third-party sites are not under the control of Cardan Wealth Management LLP and Cardan Wealth Management LLP is not responsible for the content or any links contained in these websites. We are providing website links only for your convenience and Cardan Wealth Management LLP is not responsible for any kind of loss/damage arising out of access. The use of third-party websites is not covered under our Privacy Statement.