Wealth portal

Why us?

Blending experience, insight, and technology to help you create the life you envision.

Why us

Your finances, in perfect Cadence

We combine Chartered expertise with smart technology to give you a connected, joined-up view of your finances.

Every plan, recommendation, and conversation is centred on your life goals, helping you feel confident that your future is supported by the experience and care it deserves.

Our 4 pillars

Pillar1

Positive client outcomes

Everything we do is based on creating the best possible outcomes for you, using the latest tech and the highest level of professionalism.

Pillar2

Independent and self-directed

This means we’re free to select the most suitable solutions from a wide range of providers, always prioritising your individual needs.

Pillar3

An excellent team environment

Creating a supportive, inclusive workplace for our staff helps them thrive, which in turn leads to better outcomes for our clients.

Pillar4

Supporting our communities

We incentivise staff to give back through local projects, charitable causes, or helping families who may struggle to access financial planning.

Choose excellence

Our planners are proudly Chartered

All of our financial planners are Chartered, or on the path to Chartered status, reflecting the highest professional standards. You can trust that every recommendation is grounded in expertise, care, and a commitment to helping you achieve your goals.

Through working with Toby, we feel completely in control of our finances, we have a clear plan for the future and Toby checks in regularly to make sure we are on course.

Client of Toby’s

Cadence Financial Planning Limited profile

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.

About us

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
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
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Financial planning

6 origins of financial bias that could affect you

24 Nov 2025
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Lifestyle

How to improve your spending behaviours

17 Nov 2025
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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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