I have a young family and want to start saving
Setting money aside today helps you create a foundation for your family’s future needs.
Between childcare, work, and everything else that comes with family life, saving can easily slip down the list. We’ll help you find space in your finances to start building for the future, without stretching what you have now.
That might mean setting up regular savings, protecting your income, or beginning to plan for school fees or a bigger home.
Using straightforward advice and smart technology, we’ll show you what’s possible, helping you feel confident about the choices you’re making for you and your loved ones.
How will you help me set realistic goals for my family’s future, and track my progress along the way?
How will you help me set realistic goals for my family’s future, and track my progress along the way?
We’ll start by understanding what’s important to you and your family, looking at what you want life to look like now and in the years ahead. From there, we’ll set clear, achievable goals and use our planning software to show your progress, so you can see how your plans are taking shape.
What technology and tools will you give me access to so I can stay on top of my finances day to day?
What technology and tools will you give me access to so I can stay on top of my finances day to day?
You’ll have secure, always-on access to your full financial picture through the Cadence Wealth Portal. It brings together your savings, investments, pensions and protection in one place, so you can track your finances easily. You can also message us directly and see your progress against the goals we’ve set together.
Are you independent, and how are you paid for your advice?
Are you independent, and how are you paid for your advice?
Yes, we’re fully independent and upfront about costs. You’ll pay a clear initial fee, followed by an ongoing charge that gradually reduces as your investments increase. We also extend family-group discounts, so relatives we already look after can benefit from lower ongoing and platform fees.
Putting the right plans in motion, at a pace that suits you.
Building your future takes time, but with clear direction and steady guidance, you’ll know you’re heading exactly where you want to go.
Recognised by our clients
At Cadence, delivering exceptional service is at the heart of what we do. Our clients’ feedback speaks for itself – highlighting the care and expertise we bring to every financial plan.
You can explore their verified reviews on VouchedFor and see why we consistently make a positive difference for the people we work with.