Cedar Wealth Planning

Who We Are

Cedar Wealth Planning is an appointed representative firm of Elevation Wealth Management Limited, dedicated to empowering individuals and businesses in Derby, Nottingham, and beyond to achieve financial harmony. We believe in building strong, trusting relationships to understand your unique needs and aspirations. Whether you require individual financial guidance or comprehensive corporate planning, our team of experienced professionals is here to support you.

Our Approach

Our philosophy revolves around tailoring our services to each client's individual circumstances and aspirations. We take the time to listen and understand your financial goals, anxieties, and aspirations. Through comprehensive analysis and personalized planning, we create a roadmap to address your specific needs, ensuring your peace of mind and financial security.

Personal Financial Planning

• Developing and implementing personalized financial plans covering investments, pensions, risk management, and estate planning.
• Providing guidance on debt management, budgeting, and financial goal setting.
• Empowering individuals to make informed financial decisions with regular reviews and ongoing support.

Corporate Financial Planning

• Succession planning and governance advice for businesses.
• Retirement planning and employee benefit programs.
• Financial risk management strategies to minimize corporate liabilities.

Strategic Partner: Elevation Estate Planning Ltd

Through our partnership with Elevation Estate Planning Ltd, we offer comprehensive estate planning solutions. This includes:

• Establishing Family Trusts to safeguard assets and mitigate inheritance tax.
• Developing robust succession plans for businesses and personal assets.
• Providing guidance on wills, power of attorney, and other legal documents.

Our Commitment

At Cedar Wealth Planning, we are committed to providing:

• Transparency: Clear communication and open disclosure of all fees and processes.
• Accessibility: Responsive and personalized attention to your queries and concerns.
• Integrity: Adherence to the highest ethical standards and regulatory compliance.

Get Started Today

Contact us today to schedule a complimentary consultation and learn how Cedar Wealth Planning can guide you towards financial clarity, security, and success.