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09.05.2008 - Focus on training
Paul and all of Cadde Financial would like to congratulate James on passing his final exam and achieving the CFP qualification.
04.02.2008 - Bill Muammar joins Cadde Financial
We are delighted to announce that Bill Muammar has joined Cadde Financial. Bill is a highly regarded and qualified IFA who will be working with company directors and high net worth clients in the Bournemouth area.
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After Graduating with a degree in Economics from the University of Surrey in 2000, Derek came to work for Cadde Financial as an Investment Analyst. He now holds the Investment Management Certificate qualification and specialises in fund analysis and research, portfolio construction modelling and pension transfer analysis. In his spare time, Derek enjoys playing and watching many sports with a particular interest in football. He also enjoys music and film.
Derek Pegg :: Technical Consultant
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We specialise in helping our clients put together a proper investment strategy for the money that they already have in their pension so that they can enjoy a more secure retirement.
To help our clients do this we created the Pension Performance Review™ 
The Pension Performance Review™ is a fee-based, objective analysis of your risk profile, your investment objectives, your expectations, and the performance of your pension investments. Simply put, we assess the current status of your pension plans, and make detailed recommendations to try and maximise their performance.
You can find more information about the Pension Performance Review Process™ on our reviewmypension.co.uk website.
Call us on 023 8089 2111 or email us to arrange a no obligation initial consultation.
The trade mark ‘Pension Performance Review’ is used under licence from The Pension Performance Review Company Limited.
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