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Investment management and financial advice 2017-09-01T11:41:29+00:00

Expert Investment Management

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

PORTFOLIO MANAGEMENT

Whether our clients have ISAs, Unit trusts, Bonds or SIPPS, our expert wealth management team create and manage portfolios for them. They keep them within risk parameters that are suitable. Investment management is in our name and it is a market leading service we have provided for over 40 years.

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INVESTMENT BONDS

We have both onshore and offshore bond specialists in our wealth management team who can help structure your investments in the most tax efficient manner. Our bond managers can also use tactical switching. This ensures that your bond investments stay in the safest areas of the market.

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PENSION MANAGEMENT

For clients who are looking towards retirement, we have pension specialist who can help with your planning. We can develop and structure complex pension arrangements for you. These specialists help both those who are at-retirement and those who are planning for retirement.

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