A Disciplined, Long-Term Approach
Our investment philosophy is grounded in evidence, diversification and risk management. Portfolios are constructed to support your wider financial plan, not to chase short-term market movements.
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Phone
+44 (0)141 473 3722 -
Email
enquiries@cadbollwealth.com -
Location
Crosstrees House, 14 Sandyford Place, Glasgow, G3 7NB
Wealth Management
Your Wealth, Managed With Care
Your Wealth, Managed with Care
At Cadboll Wealth, we provide a comprehensive wealth management service that goes beyond investments alone. By combining strategic financial planning with disciplined investment management, we help bring clarity, confidence and long-term security to your financial life — today and for generations to come.
Planning and Investing — In Harmony
We often describe wealth management as a journey.
Your financial plan acts as the “sat nav” — setting the destination, keeping you on course, and helping minimise risk, time and uncertainty along the way.
Your investments are the engine — providing the momentum needed to turn plans into progress.
One without the other is ineffective. At Cadboll Wealth, we ensure both are aligned so your strategy remains focused, resilient and outcome-driven.
What We Do
Investing with Intent. Achieving What Matters.
Everything starts with understanding what truly matters to you — financial independence, family security, or building a lasting legacy. We then design a tailored approach that aligns your long-term goals with an investment strategy built to support them.
The real value comes from this joined-up thinking. When planning and investing work together, your wealth is not just managed — it is purposefully directed.
A Relationship Built for the Long Term
Wealth management is a long-term partnership. We take time to understand your circumstances, values and ambitions, providing reassurance at every stage. Our role is to simplify complexity and help ensure your wealth continues to support the life you want to live.
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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
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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.