Phil Cain
Wealth Management Adviser
Sunderland
Experience
I originally joined LTSB Bank where I worked for 13 years in Banking and Financial Planning before joining LTSB Private Banking High Net Worth division as an IFA for a further 5 years, until founding CDC Wealth Management in 2006.
I am an experienced Ultra High Net Worth IFA in all areas of personal financial planning. My client philosophy is to provide outstanding service and I gain great satisfaction from dealing with individuals who are unsure how to plan and organise their financial needs and helping devise a bespoke plan to help them achieve these goals. I appreciate it’s important to develop a relationship of respect, meeting regularly and becoming the family’s trusted financial planner.