Welcome to Cardan

We believe that being a good business is always good for business.

We are a people led organisation with a long-term view. We build and invest in quality financial planning businesses and offer what we believe is one of the most client centric adviser retirement offerings in the UK.

Curved Glass Architecture

Continuation over Consolidation

Financial advisers retire and financial advice businesses are sold – that should not mean that clients then become a commodity that is acquired, consolidated, and then sold again to the highest bidder. However, this is often the case – too many clients find themselves with a new adviser, a more expensive product, and an inferior service. We do not believe that this is a fair way to treat people and ultimately it is a short-term approach and a poor business strategy.

Our Ethos

At Cardan, we’re not just building a financial advisory group

At Cardan, we take a thoughtful, long-term approach to business. By investing in our people and strengthening our core infrastructure, we ensure we can help clients achieve their financial goals and secure their future.

Like-minded businesses, shared values

We are steadily building a financial advisory group that share a similar ethos. It’s not ‘acquisition for the sake of acquisition’, it’s about finding a corporate common ground where shared values are met.

Please note that Cardan Financial Group Limited is not able to provide financial advice, but our companies, shown below, are regulated by the Financial Conduct Authority to provide financial advice to clients. Please visit their websites for further details.

Bespoke Advice Ltd

Founded in Worcester but with an ever-growing national footprint, Bespoke Advice provides their clients with the very best financial planning delivered by a team with a high level of experience and expertise.

Project West Country

We are building a new advice business based out of Taunton and we are seeking experienced Administrators and Paraplanners who are looking to join our client led, forward thinking organisation

Our Businesses

Planning your retirement?

We recognise fair market value for advice businesses and have many successful acquisitions as testament – what we will never do is treat clients like a commodity and we will never inflate a purchase price based on a future increase in clients fees and reduction in service to clients.

If this approach resonates with you and you need an exit strategy, then we are always happy to have a chat.