Cardan will always be about trust, clarity, commitment, honesty and integrity.

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?

Our investment specialists will talk with you to understand your needs and objectives to be best able to advise you on how to invest your capital to meet those objectives.

Managed Investing

When investing capital diversification is key (not keeping all your eggs in one basket!). If you invest into just one type of asset, it presents a higher risk on the capital. This will either mean that you will do very well, or lose capital.

By diversifying across different assets, it helps create more balanced returns over the medium to longer-term and reduce risk.

Tax Planning

Unguided the profits from investing can be eroded through taxation.

There are many ways to reduce the taxation on investments and as part of our service we are always looking at how you can reduce the tax you pay on your investments so that you keep more of your profit.

Risk Management

The risks of different investments differ significantly, so it is important to understand what risk your both willing and able to take to meet your objectives.

We fully assess both your attitude to risk and also the capacity you have to be able to take risk in order to help you understand what types of investments you should be considering.

Get in touch

Looking for expert wealth advice? We’re here to help! Speak with one of our advisers today.

About cardan Wealth Management

Cardan will always be about trust, clarity, commitment, honesty and integrity.

At Cardan, we pride ourselves on being both commercially and morally sound and socially aware. We are on a journey to create a group of companies that can share best processes and practices whilst recognising different ownership structures and regional nuances. Strength and flexibility are key ingredients to our growth strategy.

We understand your journey is unique to you

Sometimes, life comes at you fast. Things can change at any given moment and the pathway that you thought you were on may change. We’re here to make sure that you have the financial means to meet your life goals. All of them.

Get in touch

Looking for expert wealth advice? We’re here to help, speak with one of our advisers today.