Business Details
15 Years
experience
Your Financial Future Starts Here
Cedar Wealth Planning provides tailored financial advisory services, combining personal and corporate expertise to secure clients' financial futures. Established through Elevation Wealth Management Limited, our FCA-regulated advice addresses individual concerns while aligning with long-term objectives. With offices in Derby and Nottingham, we specialise in discretionary investment management, pension planning, and bespoke estate solutions, serving UK-based clients exclusively. Our approach eliminates financial jargon, focusing on clients' current positions, aspirations, and risk profiles. Strategic partnerships with entities like Elevation Estate Planning Ltd and Blackwood Asset Management enhance our service delivery.Regular reviews ensure ongoing suitability, while our FCA-authorised status guarantees compliance with rigorous regulatory standards. We prioritise transparency, documented processes, and client education to build enduring relationships. Our team's practical business experience informs practical solutions for succession planning, tax mitigation, and exit strategies. The Financial Ombudsman Service provides additional consumer protection for our regulated services.
Services
Personal Financial Planning
Corporate Financial Planning
Discretionary Investment Management
Estate Planning
School Fees Planning
Succession Planning
Tax Mitigation Strategies
Exit Strategy Consulting
Pension Arrangements
Employee Benefit Solutions
Details
- Year established: 2011
Highlights and features
- Our FCA-regulated status ensures compliance with strict financial services standards
- We offer tailored financial solutions for both individuals and corporate clients
- Strategic partnerships with specialist investment providers enhance our service offering
- Our team combines practical business experience with financial advisory expertise
- Regular portfolio reviews ensure ongoing suitability of investment strategies
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Personal Financial Planning
Our personal financial planning service helps individuals balance future security with current lifestyle needs. We develop customised strategies addressing pensions, investments, and estate planning while maintaining regulatory compliance. Clients benefit from regular portfolio reviews and access to specialist investment managers.
Corporate Financial Planning
We provide tailored corporate solutions covering tax planning, succession strategies, and employee benefit schemes. Our business advisory service addresses exit planning and asset management for owner-managed companies. Strategic partnerships enhance our capacity to deliver comprehensive business financial solutions.
Discretionary Investment Management
Through appointed Discretionary Fund Managers, we offer dynamic portfolio management aligned with client risk profiles. This service includes access to model portfolios from providers like Blackwood Asset Management. Regular performance reviews ensure ongoing suitability of investment strategies.
School Fees Planning
Our education funding service helps families plan for private education costs. While outside FCA regulation, we apply equivalent professional standards through documented processes. Solutions consider both short-term affordability and long-term financial implications.
Estate Planning
We specialise in creating family trust structures to protect wealth across generations. Our estate planning service addresses inheritance tax mitigation and asset preservation. Collaborating with Elevation Estate Planning Ltd enhances our technical capabilities in complex trust arrangements.
People
Tony Smith
Group Managing Director
With extensive financial services experience, Tony oversees Cedar Wealth Planning's strategic direction. He ensures the firm maintains FCA compliance while delivering client-focused solutions through disciplined investment processes.
Adam Cuthbert
Director | Independent Financial Adviser
Adam provides expert financial advice to private and corporate clients. His dual role combines strategic leadership with hands-on advisory services, ensuring practical implementation of Cedar's financial planning solutions.
Neil King
Chartered Certified Accountant
Neil brings technical accounting expertise to Cedar's advisory services. His specialist knowledge supports complex financial planning scenarios, particularly in tax mitigation and business succession planning frameworks.
Questions
What financial services does Cedar Wealth Planning offer?
We provide personal financial planning, corporate advisory services, discretionary investment management, pension arrangements, estate planning, and school fees planning solutions.
How does Cedar ensure financial advice quality?
As FCA-regulated advisors, we maintain rigorous compliance standards while partnering with specialist providers to deliver comprehensive, technically robust solutions.
Are school fees planning services regulated?
Our school fees planning services fall outside FCA regulation, though we maintain equivalent professional standards through documented processes and reviews.
Can businesses access financial advisory services?
Yes, we specialise in corporate financial planning including tax mitigation, succession strategies, and employee benefit solutions tailored to business needs.
How are investment portfolios managed?
We collaborate with DFMs like Blackwood Asset Management to implement discretionary investment strategies aligned with clients' risk profiles and financial objectives.
What areas do you operate in?
While headquartered in Derby, we serve clients across the UK through our Derby and Nottingham offices, providing nationwide financial advisory services.
