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Phone
+44 (0)141 473 3722 -
Email
enquiries@cadbollwealth.co.uk -
Location
Crosstrees House, 14 Sandyford Place, Glasgow, G3 7NB
- Our Values
We believe great financial advice starts with understanding what truly matters to you.
We empower individuals, families, and business owners to make confident financial decisions — creating security for today and a lasting legacy for generations to come.
Our approach blends rigorous financial planning with thoughtful investment management, all guided by the belief that true wealth is about more than numbers — it’s about security, clarity and freedom.
What we do
From comprehensive financial planning to hands-on investment management, we deliver integrated solutions designed around your goals — not ours.
Our Approach
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Personal
Your circumstances, ambitions and priorities are unique. We take the time to understand them, crafting a plan that reflects what truly matters to you.
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Independent
As an independent firm, our advice is shaped entirely around your goals — not products or shareholders.
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Enduring
We build lasting relationships founded on trust, discretion and expertise. Many of our clients stay with us for life.
Experienced. Independent. Comprehensive.
We’ve spent 10+ years guiding clients through the decisions that matter most.
- Our philosophy
“Starting with the end in mind.” - We believe true financial planning begins with purpose.
Every plan we build, every investment we manage, starts with understanding where you want to go, and crafting the most thoughtful path to get there.
Speak to our trusted advisors
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Legal & Logins
Creds
© 2025 Cadboll Wealth
Cadboll Wealth is a trading name of Castlebay Investment Partners LLP which is authorised and regulated by the Financial Conduct Authority (624445).
Registered Office: CrossTrees House, 14 Sandyford Place, Glasgow G3 7NB Tel : +44 (0)141 473 3722.
Castlebay Investment Partners LLP is a Scottish Registered Limited Liability Partnership SO304149
© Cadboll Wealth 2025. All rights reserved.