Our businesses

Meet the firms starting their next chapter with Cardan

Cardan partner firms thrive with the best of both worlds: shared processes and best practice, without losing their regional identity. With over £1 billion in funds under administration, 57 employees, and group turnover above £6 million, our agile approach offers tailored ownership models and real flexibility. Explore the firms below.

Worcester / City of London

Bespoke Advice Ltd

A Chartered, Certified B Corp financial planning firm with £800 million in funds under administration. Based in Worcester and London with a growing national footprint, and developing future talent through its Apprentice Adviser Academy.

South of England

Premier Financial Planning

Holistic, transparent financial planning for people, families and businesses across the South West and South of England. £200 million in funds under administration and a team of 11 focused on long-term relationships and clear advice.

South of England

Aretian Wealth Management

A London-based Chartered IFA with £200 million in funds under advice and a team of 11. Majority management-owned (70%), operating with employed advisers only and focused on long-term, client-first planning.

West of England

Cardan Wealth Management

Based in Taunton with an experienced adviser and administration team and a growing presence across the West Country. Embracing technology to support holistic financial planning and a strong client experience.

It's starts with a conversation

Are you ready for the next chapter?

We bring like-minded, independent, advice firms together around shared values and a long-term view. Whether you want to retire without the traditional consolidator experience, or you want to grow but feel stuck, we'll explore partnership options that fit. It starts with a conversation so we can learn more about each other. Complete the form below, email or call us, and let's explore what your future could look like together.