023 8089 2111 info@cadde.co.uk

Growing and preserving family finances since 1985

We are a group of qualified, client-focused financial advisers on the south coast, dedicated to helping you make the right financial choices now, enabling you to achieve the financial future you want for you and your family.


We’ll help you find the right solutions to fit your personal circumstances, commitments and goals. We’ll also help you make the best use of legislation, tax relief and allowances so that your money works as hard as possible for you and your family.


With many years of local experience, we’re sure we can answer all your queries and questions and guide you through what can be a maze of options and rules. What would you like help with today?

Wealth Management

Pensions | Investments
Financial Planning

Growth and security underpin our attitude to wealth management. Your financial health is our priority.

Whether you are a successful business owner, have savings and investments, or have a property portfolio, allow us to ensure they are all working as hard as possible for you.

Wealth Protection

Estate Planning | Wills | Trusts
Powers of Attorney | Tax Mitigation

Designing estate planning and tax mitigation to secure wealth for you and your future generations.

Is protecting your estate beneficiaries from any number of external factors a priority for you? We can provide you with all of the tools necessary to protect and maintain your estate after your death, ensuring your wealth remains with its intended recipients and in the most secure way possible.

Equity Release

Lifetime Mortgage
Home Reversion

Are you over 55 and need to access some of the equity in your property tax free?

You can typically release up to 60% of the equity, depending on your age and the value of your property. The equity that you release can be used exactly as you please. Let us guide you through the options available and determine if Equity Release is the right thing for your personal circumstances

The above services include will writing, taxation and trust advice and personal cash flow planning, none of which are regulated by the Financial Conduct Authority.

What our clients like about us:

The quick response to phone calls and emails.


Mr S. Veal, Southampton

What our clients like about us:

The friendly service, good advice and they keep me in touch with what is happening with my investment

Mr Brown, Lee-on-Solent

Years in business


Of our clients would recommend us

Collective years of knowledge

Independent Financial Advisers based on the edge of the New Forest