InvestmentPensionInheritance TaxFinancial Advice

Private Client
Wealth Management

CPN specialises in independent advice and discretionary management of Investments and Pensions.

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Welcome to CPN

CPN specialises in independent advice and discretionary management of Investments and Pensions. With more than 2500 satisfied customers and over £500 million of Assets Under Management, CPN is the right choice for clients looking for a trusted and long-term relationship.

Financial Advice

CPN offers independent financial advice across a range of different product types. Our wealth advisory team are experts in pensions and investments and are able to assist with both onshore and offshore investment structures and complex pension arrangements.

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Investment Management

Our flagship service since 1986, CPN offers discretionary investment management services across all investment and pension products. We offer both bespoke services and managed portfolio services to ensure that you can achieve the best risk-adjusted returns on your money.

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Investments

At CPN we specialise in the wealth management of a variety of investment products, including ISAs, Investment Bonds & Unit Trusts. We have experts who can help set-up investment structures for you or, alternatively, take over the wealth management of any policies that you currently hold.

Pensions

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.

Estate Planning

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.

Trusts and Planning

With qualified tax specialists, we always ensure that any investment or pension portfolios you hold take any tax implications into full consideration. Whether it be capital gains tax or inheritance tax, our team of experts will ensure you don’t meet any surprises.

Download our mobile app.

The CPN Client Portal app is available on iphone and android so that you can keep track of your investments and message securely with our team.