CDC Consultancy all share and adhere to our company standards, training and compliance requirements and our client promise. We aim to be one of the leaders in our field and welcome feedback on our services and advisers to help us improve.

Aims

CDC Consultancy are a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team of Advisers spread across the UK, to ensure this personal service is delivered in practice. Wherever you are, we will look to provide a local Adviser. You can call us and we will select an Adviser to contact you at your convenience, or you can search for a local adviser.

Benefits

We always aim to meet or improve on the highest professional standards for all of our services. You will always benefit from expertise as our advisers are all qualified and kept up to date through a comprehensive training and competence scheme. This ensures that technical developments and changes in the marketplace, as well as servicing issues and technology improvements are communicated to our advisers so they can provide the best possible service to all our clients. 

Ethos

In addition to our client promise, we are committed to high ethical standards and maintain an ethos for our business which places fair treatment for all our advisers and staff at its core. We aim to provide the best possible working environment and conditions. CDC Consultancy also seeks to align excellent client service with the remuneration and rewards provided to Advisers.

We will:

• Always try to be helpful, clear, easy to deal with, courteous and prompt.
• Get to know you and your aims. Before any recommendations, your CDC Consultancy Adviser will carry out a thorough fact find to ensure that any advice provided and solutions proposed are tailored to your needs and goals.
• Do everything possible to ensure that all our clients receive high quality financial advice, and where suited, the most appropriate products to meet their specific needs.
• Explain all charges and fees. In line with the requirements of our regulator, The Financial Conduct Authority, we will provide full illustrations and disclosure prior to any product implementation.
• Arrange regular review meetings. Our review meetings aim to ensure that any changes in clients’ circumstances, aims and any changes in the marketplace, such as new products and funds can be taken into account on an on going basis.
• Ask our clients to give us feedback on our services to help us improve what we do.