FOR THE LIFE YOU WANT TO LEAD
We provide lifelong financial planning and goal-focused investment solutions to a select number of successful people and their families.
INSPIRING MUTUAL TRUST
Our consultative, caring and bespoke approach builds a deeper understanding of what matters most to you.
That’s how we make a substantial, life-long and tangible difference. Securing your life goals by preserving, enhancing, transferring and protecting your wealth.
UNDERSTANDING
We understand what real wealth means - the responsibilities as well as the advantages. So we don’t talk in conventional investment terms. For our clients the right return is having enough money to live the life they choose without compromise.
Planning
Working with you, we design, build and maintain a Financial Plan focussed on your individual needs and establish if your wealth will last you a lifetime. By streamlining your finances we make the most effective use of your investments. Regularly reviewing your position to ensure you’re on track to fund a lifetime’s plans.
“I WANT TO MAKE A TANGIBLE DIFFERENCE, SOMETHING POSITIVE AND WORTH WAY MORE THAN THE VALUE OF THE PORTFOLIO WE BUILD TOGETHER.”
CHRIS NEWCOMBE
Founder cdn Life Solutions
For years, I’d seen how the financial world ran its business and didn’t like it. That’s why I started cdn, my own independent practice free of restrictions and compromises.
Instead, we’re full of fresh thinking about how to give our clients what they actually need. Never investing for investment’s sake, we’re here to help you make smarter decisions about your money.
My aim is always to make a positive impact on your life, way more than the bottom line of your portfolio. So you achieve all that’s important to you – while we enjoy each other’s company along the way.
That’s why we’re called Life Solutions.
Investing
Highly diversified but disciplined, our approach uses the science of investing to cut through the market noise and concentrate on what really drives returns.
We seek to maximise long-term performance by reducing volatility and simplifying the investment process, keeping your financial plan on track and helping secure your financial goals and life’s priorities.
Talking
Our Second Opinion Service shows if you’re in good shape with your current arrangements - or if you’d be in better shape with us.
Choose to work with us and we’ll create powerful strategies individually designed to secure what’s important to you. As always we’ll begin by getting to know you - and you, us.
So, we’d love to talk to you.
Contact
Chris Newcombe CFP™ Chartered MCSI
Chartered Wealth Manager, ACII Dip PFS
Chartered Wealth Manager, ACII Dip PFS
Post:
CDN Life Solutions
PO BOX 9585
Poole
BH14 4GL
PO BOX 9585
Poole
BH14 4GL
Phone:
+44 (0)1202 746011
Email: