Investment management and financial advice 2017-02-12T18:00:47+00:00

Independent investment advice and discretionary investment management

We have over 2500 satisfied customers. CPN is the right choice for clients looking for a  trusted and long term relationship.

We provide independent financial advice in the following areas

At CPN we specialise in the wealth management of investments and pensions. We are fully regulated by the FCA and we have experts who can help both set-up investment structures for you or, alternatively, take over the wealth management of any policies that you currently hold.
Many of the clients at CPN have built up a considerable net worth over their lifetime. Our combination of in house advisers, investment managers and tax specialists can help to structure your estate in the best possible manner for you.
With qualified tax specialists, we always ensure that any investment or pension portfolios you hold takes any tax implications into full consideration. Whether in be capital gains tax or inheritance tax, our team of experts will ensure you don’t meet any surprises.
Planning for your retirement is arguably the most important area of your financial planning and it is always wise to seek financial advice. Our pension advisers can build and structure any pension portfolios to provide you with a nest egg you do not have to worry about losing.
For many of our clients we run a financial concierge service. Whether provided in house, or by our network of partners, the team at CPN can take care of all of your financial needs.
Book a call back

Book a free consultation with an adviser today

We can talk you through your options and give you a full review of what is available
Book a call back