At CDC we offer a range of services for high net worth private individuals, families and trusts. These services are aimed at providing comprehensive financial, retirement and investment planning. CDC also works with other professional advisers including accountants and solicitors. This team aIn April 2013 CDC were awarded Chartered Financial Planner Firm status from the Chartered Insurance Institute. As a Chartered Financial Planning firm, we must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places clients’ interests at the heart of the advice we give. We are extremely proud of this achievement and believe that with only 1.5% of firms achieving this status it once again demonstrates our commitment to becoming a leader in the industry.pproach ensures that all aspects of planning are aligned.
