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Private Client
Wealth Management

CPN specialises in the independent advice and investment management of Investments and Pensions.

Welcome to CPN

CPN specialises in independent advice and discretionary management of Investments and Pensions. With more than 2800 satisfied customers and over £700 million of Assets Under Management, CPN is the right choice for clients looking for a trusted and long-term relationship.

CPN Funds

In 2023, CPN launched a new range of modern Unit Trust Funds. Between them, the funds invest in all major asset classes and allow a tax-efficient vehicle for investing. The range of funds can be blended to match any risk category, giving clients access to the best risk-adjusted returns available on the market.

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CPN Portfolios

We have built our reputation as a trustworthy and reliable investment firm as a result of our dedication to diligent analysis, a long-term perspective, and our commitment to the preservation of capital. As a firm, our primary goal is to provide the best risk-adjusted returns we can for our clients.

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Our Services

As independent financial advisers, CPN offers advice on service on a full range of financial products, primarily focusing on Investment and Pension products. Our advisory service is often combined with our investment management service to bring clients a full wealth management offering in house.

Financial Planning

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

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Investment Management

CPN offers investment management services to complement our financial planning offering so that clients can have both their advisory and management services under one roof.

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Estate Planning

The CPN inheritance tax team can build different Trust and Portfolio structures in order to ensure that your inheritance tax bill remains as low as possible. With careful planning and the correct types of management, our estate planning can reduce your tax bill or even eliminate it.

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Equity Release

For those clients who have significant equity locked up in their main residence, and don’t want to move or downsize, our equity release team can help you explore your options, both in terms of completing the equity release and building appropriate structures for your money afterward.

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