Wealth portal

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Shape your future.

Financial guidance that moves with you.
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Cadence

the beat, time, or measure of rhythmical motion or activity

A clear way forward

Our purpose is to give you clarity, control, and confidence with your money, using trusted advice powered by smart technology to help you live the life you want.

Our story
About you

Is this you?

Wherever you are today, we’ll help you get to where you want to be.

I’m a business
owner looking to maximise my assets

I’m a business owner looking to maximise my assets

Take me there

I have a
young family and want to start saving

I have a young family and want to start saving

Take me there

I’m building
a career and growing my wealth

I’m building a career and growing my wealth

Take me there

I’m working
towards a secure retirement

I’m working towards a secure retirement

Take me there

I’m retired and
want to live life to its fullest

I’m retired and want to live life to its fullest

Take me there

I’m creating
a legacy for future generations

I’m creating a legacy for future generations

Take me there

Through working with Toby, we feel completely in control of our finances, we have a clear plan for the future and Toby checks in regularly to make sure we are on course.

Client of Toby’s
Our process

Discover your Cadence

Lead the way
Spiral icon
Connect

Connect

Connect

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Clarify

Clarify

Clarify

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Collect

Collect

Collect

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Create

Create

Create

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Collaborate

Collaborate

Collaborate

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Continue

Continue

Continue

About us

Meet your team

Honest, experienced, and ready to guide you through every change life brings.

Toby Dawson
Senior Financial Planner
See Toby's profile
Ellie Dawson
Head of Planner Support
See Ellie's profile
Craig Fitzsimons
Director
See Craig's profile
Keith Hare
Managing Director
See Keith's profile
Alex Bond
Technology Director
See Alex's profile

Recognised by our clients

At Cadence, delivering exceptional service is at the heart of what we do. Our clients’ feedback speaks for itself – highlighting the care and expertise we bring to every financial plan.

You can explore their verified reviews on VouchedFor and see why we consistently make a positive difference for the people we work with.

Blog

Your corner

Take a moment to browse our latest insights and guides.

Take me there
Financial planning

Investment market update: June 2026

23 Jul 2026
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Lifestyle

5 fantastic reasons to make volunteering part of your retirement plan

23 Jul 2026
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Financial planning

The ÂŁ12.3 billion cost of delaying estate planning

23 Jul 2026
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Financial planning

What does a change in prime minister mean for your finances?

23 Jul 2026
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Financial planning

How a cashflow model could provide clarity about your retirement income

23 Jul 2026
Read further

We’d love to hear from you.

Start the conversation, and let’s explore how we can help you.

    020 4514 8877
    hello@cadencefp.co.uk

    Cadence Financial Planning Limited is an appointed representative of Family Capital Limited, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (https://register.fca.org.uk/) under company number 1042358.

    Company registered in England, number 14496215. Registered office: 68 King William Street, London EC4N 7HR. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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