The Services We Provide

We bring everything under one roof, be it hand holding through critical career decisions, delivering a financial legacy and protection to a family, or maintaining a lifestyle beyond retirement. Whatever path your career has taken, every individual needs to make sure their money is working as hard as it can. We always come back to offering simple, robust advice regardless of whether you spend your days on a sporting pitch or in an office.

 

Regular Savings and ISAs

It is not a secret that the best way to save is regularly, and the best way to do this is to, as efficiently as possible, use surplus income to reach future goals.

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Regular Savings and ISAs

Protection

Life insurance, Critical Illness Cover, Sporting Insurance, Income Protection and the other myriad of covers that fall under this remit are often overlooked but arguably the most vital cornerstone of an individual’s finances.

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Protection

Pensions

Pensions have come under increasing scrutiny and into the public eye over the last 5 years, indeed you may well have been recently contacted by the Pensions Advisory Service, a governmental body set up to make sure that people understand the structure of their pensions. In truth, most pensions just need to be clearly explained and simplifyed by a financial professional, something we do and have been doing for our clients for many years.

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Pensions

Property

Whilst we do have the potential to run our own mortgages, we are investment and planning specialists, and always feel that our clients should have experts in each aspect of their finances

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Property

Tax Efficiency

Over and above the Pensions and ISA allowances it can be appropriate to use other Governmental tool, as an example VCTs and EISs in certain cases. We keep at the forefront when it comes to tax effiency and pass this up to date knowledge onto our clients.

 

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Tax Efficiency

Funds

Cadence use an external investment panel, along with the company own experience to ensure that our clients get an ultra diverse and well researched selection of funds that fit within their own personalised risk appetite. 

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Funds

Sporting Retirement

Figures vary, but reports from XPro suggest a staggering 3 out of 5 Premier League players earning up to £30,000 per week go bankrupt within 5 years of retirement.

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Sporting Retirement

Our Privacy Policy

Please explore our Privacy Policy further

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Our Privacy Policy

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Get In Touch

Cadence Wealth Limited is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. Registered in England and Wales, No: 10040034. Registered address: 1 Aire Street, Leeds, LS1 4PR