Unavailable for contact through VouchedFor
Based in Chichester
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I am a wealth management professional specialising in investment, pensions and tax advice. As well being an Independent Financial Advisor I am also a fully qualified Chartered Accountant. I aim to use the skill sets of both to deliver financial solutions to my clients in the most tax efficient manner possible. As a partner at CPN Investment Management, it is my aim to continue the traditions of the firm by providing expert financial advice with a commitment to personal service that is second to none. My particular focus in recent months has been in delivering pension consolidation and transfer advice to clients looking to take advantage of the new pension freedoms. Our firm has developed a low-cost pension wrapper through which we are able to deliver sophisticated institutional investment portfolios at highly competitive rates.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sam's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
CPN Investment management LLP is authorised and regulated by the Financial Conduct Authority (FCA) No. 579506. With investment comes risk, markets can fall as well as rise and you may get back less than the original capital you invested