Case Studies

Latest case studies

Investment Advice Case Study

Retirement Planning Case Study

Protection and Insurance Case Study

Iain Mackay has supported me over a number of years leading to my retirement this year. I have found his advice and help to be invaluable both in terms of investment decisions and guiding me the complexities of pension rules and regulations.

Arthur, Thurso

We found Douglas to be very professional and knowledgeable. The advice he gave us was clear and easy to understand. He took time to find out our financial goals and the amount of risk we are willing to take, when investing money. Douglas was approachable, he made us feel at ease and he was happy to answer any of our questions. As were the whole team at Cedarwood.

Mr & Mrs Singleton, Ayrshire

We have been very happy with the service we have received from Cedarwood Wealth Management Ltd. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have. “First class service”

Tom & Anna, Renfrewshire

I have been a client of Paul Burns’ for a few years now, having had Paul recommended to me by a friend. From the outset Paul and the team at Cedarwood Wealth Management Ltd have been very responsive, extremely professional and kept me updated at all times. When things need to happen quickly they invariably do and in a very efficient manner. I have in turn recommended Paul and Cedarwood to friends and contacts who have similarly been impressed.

Angela, Dumbarton

As I approached retirement, I realised the need for professional advice to understand whether my plans were sound and sustainable. I was fortunate to meet Paul Burns at Cedarwood Wealth Management Ltd and the outcome from this put my plans into perspective, helped formulate a strategy which I now have in place. The Cedarwood Wealth Management Ltd team’s clear appreciation of my plans and helping me to refine and guiding implementation of these have proved to be of great value and given me that reassurance that we all seek in an uncertain future.

Mr Henry, York

Having met Douglas some 10 years ago in his professional capacity, he has continued to be the family’s adviser. He has become a good friend in the process, and is always ready to assist.

Mrs Galloway, Perth

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Cedarwood Wealth Management Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in Scotland. Registration number: SC468508.Registered office address: 147 Bath Street, Glasgow, G2 4SN.

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