Independent Financial Advice

We are a fully independent firm and always research products form the whole of the market.

Advice

CPN and its associated companies have been operating in the financial services industry since 1986. Over this time, we have expanded our operation but we have always stayed true to one core focus – client servicing. We look to offer each of our clients an expert, personalised and local financial planning solution. We put our clients at the heart of everything that we do and build our services around you.

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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.

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.

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.

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.

Our Assets, Experience & Clients

We have built our company on client referrals and recommendations.

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Satisfied Clients