L
o
a
d
i
n
g

Our Story

 

Built on experience. Guided by purpose.

Why Cadboll Wealth?

Cadboll Wealth was founded on a simple idea: that financial advice should feel personal, principled and enduring.

After years within large institutions, our founder saw a growing distance between advisers and clients — and a shift towards corporate scale over genuine service.

Cadboll Wealth was created to restore that connection.

Our Philosophy

We believe life is better as a team. The best financial advice isn’t just about products or portfolios — it’s about partnership, trust, and being there when it matters most.

Our role is to give clients clarity and peace of mind, helping them make confident decisions at every stage of life.

Our Heritage

The Cadboll name takes inspiration from the Hilton of Cadboll Standing Stone — a symbol of craftsmanship, permanence and gathering.

What we do
Our Heritage

A Personal Approach

We take time to understand what matters most, so your plan reflects your life — not just your finances.

Start your conversation
A Personal Approach
The Cadboll Wealth Team
Doug Hall
Founder & MD
Doug Hall founded Cadboll Wealth with a clear vision: to deliver financial planning that combines technical excellence with a human touch. With over a decade of experience advising individuals, families, and business owners, Doug has worked at some of the UK’s most respected firms, including McCrea Financial Services, PPM Wealth, and as Director & Investment Adviser at Evelyn Partners.
Image
The Cadboll Wealth Team
Sharon Mitchell
Administrator
With extensive experience in pension and investment administration, Sharon built her career with respected firms including Noble Lowndes, Clydesdale Bank, and Jardine Lloyd Thompson, before joining PPM Wealth in 2009. She and Doug collaborated closely at PPM Wealth prior to their move to Evelyn Partners. A passionate sportsperson—nowadays most often on the golf course—Sharon brings the qualities of a seasoned golfer to her work: focus, precision, strategic thinking, and a commitment to solving challenges.
Image

Our Ethos In Practise

>

Integrity before everything — every recommendation is made with your best interests at heart.

>

Partnership, not transaction — we build long-term relationships, not one-off interactions.

>

Clarity over complexity — financial planning should empower, not intimidate.

>

Sustainability and responsibility — we partner with Ecologi to offset carbon and support global reforestation projects.

We’re here when you’re ready to start your journey.

© 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.