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Retirement Planning

 

CDG Financial Services Ltd was conceived in 1997. Clarke Dove (Insurance Brokers) Ltd had been involved with Financial Services for 15 years offering help to existing clients upon their request.

CDG has worked hard over the years to offer a level of service in line with our clients expectations.

In 2006 following at change of direction by Clarke Dove, Phil Wort completed a management buy in of the business.

Phil has worked for one of the UK’s largest Life Assurance companies as well as one of the countries best known Mortgage brokers as well as spending time advising clietns in the at and post retirement space for a leading national firm of Independent Financial Advisers

 

We remain committed to helping people plan for the future; giving impartial advice without catches or a hard sell.

In July 2009 we completed the move to our new office at the Vision Business Centre, conveniently situated just off of Junction 26 of the M1.

 

Our location allows us to access our clients very easily and also allows easy access to our offices for our clients

 

Mortgages
Investments
Life Assurance
Private Medical Insurance
Wealth Preservation