Wealth portal

About us

Helping families and entrepreneurs plan their finances with smart technology and a personal touch.

Our story

Founded in 2025, Cadence is a new firm with deep roots in financial planning. Our team brings decades of experience, providing expert guidance while using technology to give clients a clear, joined-up view of their finances – all while keeping personal relationships front and centre.

Small but perfectly formed, we’re dedicated to nurturing ongoing conversations around your life and its changes, offering guidance that’s independent, approachable, and always aligned with your goals.

What guides us

At Cadence, you come first. Proudly independent, our advice is always focused on what benefits you.

Our four pillars underpin every decision, combining a client-first approach with smart technology to keep your finances clear and connected.

View our values

Giving back

From local projects to long-distance charity rides, we aim to play a part in creating positive change wherever we can.

See what we do

Meet your team

Honest, experienced, and ready to guide you through every change life brings.

Elliot Cloy
Senior Chartered Financial Planner
See Elliot's profile
Toby Dawson
Financial Planner
See Toby's profile
Keith Hare
Managing Director
See Keith's profile
Alex Bond
Technology Director
See Alex's profile
Craig Fitzsimons
Director
See Craig's profile

Join us

Great advice begins with people who care. We’re a small, close-knit team that values curiosity, honesty, and the confidence to think differently.

If you want to shape the future of financial planning through smart technology and meaningful client relationships, you’ll fit right in.

Explore our vacancies
Blog

Your corner

Take a moment to browse our latest insights and guides.

Take me there
Financial planning

How cashflow planning turns numbers into possibilities

24 Nov 2025
Read further
Financial planning

6 origins of financial bias that could affect you

24 Nov 2025
Read further
Lifestyle

How to improve your spending behaviours

17 Nov 2025
Read further

We’d love to hear from you.

Start the conversation, and let’s explore how we can help you.

    01484 253067
    hello@cadencefp.co.uk

    Cadence Financial Planning Limited is an appointed representative of Family Capital Limited, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (https://register.fca.org.uk/) under company number 14496215.

    Company registered in England, number 14496215. Registered office: Seven Hills Business Centre, South Street, Morley, Leeds, England, LS27 8AT. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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