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Phone
+44 (0)141 473 3722 -
Email
enquiries@cadbollwealth.com -
Location
Crosstrees House, 14 Sandyford Place, Glasgow, G3 7NB
Who We Work With
Trusted by people who value expertise, independence and long-term partnership.
Who We Work With
Our clients come from many walks of life, but share one thing in common — the desire to work with an adviser who listens, understands, and delivers.
At Cadboll Wealth, we work with business owners, successful professionals, and families seeking clarity and confidence in their financial future.
We build relationships designed to last — offering bespoke advice through every chapter of life.
Business Owners
Protecting what you’ve built. Planning for what comes next.
Running a business often means balancing opportunity with uncertainty. We help business owners translate their success into long-term financial security — for themselves, their families, and their futures.
Whether you’re building towards an exit, seeking to extract profits tax-efficiently, or planning your next venture, we’ll structure your wealth with foresight and precision.
Successful Individuals
Turning achievement into lasting financial confidence.
For professionals, executives and partners in law or accountancy firms, success brings complexity. From equity plans and bonuses to pensions and investments, we help you make confident, informed choices that align with your goals.
Our role is to simplify the financial decisions that come with success — balancing performance, protection and peace of mind.
Families & Inheritance Planning
Preserving family wealth. Protecting future generations.
True financial planning extends beyond one lifetime. We help families create lasting legacies — ensuring wealth is transferred responsibly, efficiently and in line with your values.
Our approach combines technical expertise with empathy and discretion. We’ll work with you to manage intergenerational wealth, support younger family members, and plan for the future with confidence.
Our Approach Across Every Relationship
We listen first. Every relationship begins with understanding — your goals, your values, your priorities.
We advise independently. Free from corporate constraints, our advice is entirely shaped by your circumstances.
We stay beside you. We build relationships that last for decades — through business transitions, family milestones, and new horizons.
We’re here when you’re ready to start your journey.
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