Our Businesses

Our business portfolio will always be client-centric, agile, and ready to lead our clients on a lifelong journey.

Businesses within the Cardan Financial Group Limited have the unique opportunity to thrive while enjoying the best of both worlds. By sharing processes, best practices, and synergies, our companies gain significant benefits without compromising their regional identity. Our agile approach allows us to offer a range of tailored ownership models, ensuring flexibility and alignment with the needs of our partners.

Worcester / City of London

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.

South of England

Premier Financial Planning

Providing a holistic approach to financial planning, providing open, honest and transparent advice to ensure clients get the right advice with the view of forging long term relationships with them.

West of England

Cardan Wealth Management

Based in Taunton with an experienced adviser and administration team, but with a growing presence across the West Country, Cardan Wealth Management embraces technology to help provide holistic financial planning to its clients.