Our Approach
We explain everything in plain language. Helping you weigh trade-offs clearly, so you feel empowered — not overwhelmed. We’re there in both good times and the difficult ones.
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Phone
+44 (0)141 473 3722 -
Email
enquiries@cadbollwealth.com -
Location
Crosstrees House, 14 Sandyford Place, Glasgow, G3 7NB
Financial Planning
Clarity, confidence and control — for every stage of life.
Building A Plan Together
Our financial planning service helps you understand where you are today, where you’d like to be tomorrow, and the steps to get there.
It’s not about selling products — it’s about building a plan that supports your life, your goals, and your peace of mind.
What We Do?
We begin with a clear understanding of your full financial picture — from pensions, investments and protection policies to business interests and personal goals.
Using advanced cashflow planning tools, we help you visualise your future and make informed decisions with confidence.
Our Financial Planning Services
Tax Planning
Minimising tax to maximise long-term wealth
Retirement Planning
Building clarity and confidence for life after work
Cashflow Modelling
Visualising your future finances with certainty
Protection
Safeguarding your family, income and lifestyle
Retirement Income Planning
Turning accumulated wealth into sustainable income
Legacy / Estate Planning
Preserving wealth and passing it on efficiently
Our Process
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Discovery & Understanding – We take the time to get to know you — your ambitions, priorities and any challenges.
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Analysis & Strategy – We review your existing arrangements, model different scenarios and identify opportunities for improvement.
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Recommendations & Implementation – We build a tailored plan, ensuring every element — from tax efficiency to investment structure — supports your objectives.
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Ongoing Partnership – We review and adapt your plan as life and markets evolve, ensuring your financial journey stays on course.
The Outcome
You’ll leave every meeting with greater clarity, understanding and direction. Our goal is simple: to help you take control of your financial future — so you can focus on what matters most.
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We’ve had bad experiences with call centers through Consult.
We hired my own remote team that I have complete control over the remote team that means work from home at anywhere. It should go without manner.
Mark Henry
Developer, Oklavery
We’ve had bad experiences with call centers through Consult.
We hired my own remote team that I have complete control over the remote team that means work from home at anywhere. It should go without manner.
Jhon Don
Developer, Oklavery
We’ve had bad experiences with call centers through Consult.
We hired my own remote team that I have complete control over the remote team that means work from home at anywhere. It should go without manner.
Henry
Designer, Oklavery
Ready to start planning your future?
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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 Ltd is a Limited company. Registered in Scotland. Company number SC865241
© Cadboll Wealth 2025. All rights reserved.