Cadiz has earned a reputation for thinking and acting like long-term business owners, in a market focused on the short-term. This has allowed us to earn the trust of our clients and achieve long-term investment growth.
Are you a financial advisor considering retirement? Over the past decade, we have successfully merged dozens of IFA businesses and their client bases into Warwick.
When you become a client of Appleton, you can rest assured that we will conduct all professional affairs in a manner that avoids any conflict of interest and with your interests uppermost.
We understand that real growth takes time. At Cadiz, you will always find that we take our time in applying our investment process with patience, diligence, and focus – a strategy that enables us to achieve long-term growth for our clients.
Why become a Warwick Wealth Advisor? As part of our team, you will benefit from our CAT2 licence and mandate, compliance, administration, operational structures and have an industry leading succession plan-built in.
Every person deserves to be treated fairly and equally. We take this very seriously at Appleton, and we are committed to treating you fairly and with dignity – particularly during your times of greatest need.
Over the past 25 years Cadiz has built a reputation for delivering superior investment performance. One of our key success factors is building long-term relationships with our clients and delivering exceptional service – so join us today.
Warwick offers an industry leading Merger Plan which ensures the IFA who is retiring, their clients, and their family have peace of mind about their financial security.
When it comes to Will drafting, we leave no stone unturned. Our experts take all necessary steps to ensure all relevant facts and circumstances of each Will and estate are taken into account in order to act in the best interest of our client.
What happens when you think and act like long-term business owners, in a market focused on the short-term? You earn the trust of your clients.