Feel like you should be further ahead with money?
Cadence helps you build a clear, calm financial plan, even if you're earning well but feel behind. No jargon. No judgment. Just structure, strategy, and support.
How It Works
Step 1: Talk it through
Start with a 15-minute call to talk things through and see what’s right.
Step 2: Build your plan
Work through the Cadence Reset, a full financial plan built around your life.
Step 3: Stay on track
Membership gives you structure, reviews, and support as life a evolves.
What We Help With
Major life events
Multiple pensions and no plan
Earning well but feeling behind
Avoiding admin and money tasks
Not knowing where to start
Wanting structure and guidance
Get a financial plan that’s right for you
Clarity Call
Free · 15 mins
A no-pressure space to talk things through. We’ll chat about where you’re at, what’s on your mind, and what next step might help most.
Cadence Reset
£2,000 · One-time
Together, we’ll build a plan that gives you clarity on your income, spending, and future with no pressure, no product-pushing.Personalised cashflow models including 'what-if' scenarios
Detaled existing pension & investment review
2x Zoom sessions (recorded and emailed to you post-meeting)30-day satisfaction guarantee — no clarity, no charge.
Membership
£1,500/year
Stay supported and stay on track. Membership gives you structure, reviews, and accountability so your plan grows with you.At least anual Zoom reviews
Cashflow forecast updates
Unlimited email access and nudges
Ongoing structure & accountability
Why Clients Choose Cadece
| Feature | Why It Matters |
|---|---|
| Calm, plain-English advice | No jargon — just clarity |
| Visual planning tools | See your future clearly |
| Life stage transition expertise | We support both numbers and emotions |
| Remote-first model | Advice on your schedule |
| Clear, honest pricing | No hidden fees or long tie-ins |
FAQs
Can I skip the Clarity Call and book the Reset directly?
The Clarity Call is free and essential. It gives us both a chance to check fit and make sure we’ll actually add value. If it’s a green light, we’ll invite you to book the Reset. It’s quick, relaxed, and there’s zero obligation.
Do you give regulated advice?
Yes – once you’ve completed the Reset and if it’s appropriate, we can provide regulated advice on pensions, investments, ISAs and more. Cadence is authorised through Valid Path, a fully FCA-regulated network. But we never start with products – we start with your life.
Do you sell financial products?
Nope. We don’t sell or promote any specific products. Our fees are paid by you directly, so our advice is 100% aligned with your goals – not commission targets or provider incentives.
Who do you typically work with?
We work best with health-conscious, growth-minded professionals in their 30s–40s, often people earning well but feeling unclear or behind financially. Many are going through life transitions (career moves, family planning, separation) and want trusted support without the fluff.
How does the remote service actually work?
Everything is online and designed to be as simple and human as possible. We meet via video call, use secure tools to gather data, and share your live financial plan through an interactive portal. You’ll have space to reflect, ask questions, and walk away with a plan you understand.
What if I just want a second opinion or a one-off session?
Perfect – that’s exactly what the Cadence Reset is for. There’s no expectation to commit beyond it. You’ll get fresh perspective, personalised insight, and a full breakdown of what’s working, what’s not, and what’s next.
What if I’m not happy after the Reset?
We stand behind the value of the Reset. If you don’t feel clearer or more confident about your finances after the sessions, let us know. We’ll either make it right or offer a full refund. No awkwardness.
What makes Cadence worth it?
Because it’s simple, honest, and empowering. No more financial fog, no more guilt, no more guesswork. Just a clear path forward, with someone in your corner who gets what you’re trying to build.
Let’s Stay ConnectedEmail: [email protected]Website: www.cadence-finance.comLinkedIn: Connect on LinkedIn