FAQs
If you’ve found us in your search for a financial adviser in Taunton, you’re bound to have some questions about what we do and how we do it. This page has all the answers you need.
Can I choose between meeting in person in Taunton or on a video call?
Yes, whichever suits you best. Plenty of our clients prefer to meet face to face at our Taunton office, while others fit video calls around busy family or work schedules. Either way, you’ll get the same level of attention.
Where are face-to-face meetings held in Taunton?
We meet clients at our office at Creech Castle, The Keep, Bathpool, Taunton, TA1 2DX. If it’s easier for you, we’re also happy to arrange a home visit.
Do you have parking at your Taunton office?
Yes, there’s free on-site parking for clients visiting us at Creech Castle, The Keep, Bathpool, Taunton, TA1 2DX.
How long has Cardan Wealth Management been based in Taunton?
Cardan Wealth Management was established in July 2025, but our advisers bring decades of hands-on experience between them. And as part of the wider Cardan Financial Group, the service you get from our Taunton office is built on long-established expertise.
Do you only work with clients based in Taunton?
No. While Taunton is home to our office, we work with clients right across the south-west and beyond, meeting in person where it’s easier for you, or via video call.
What are the key cities, towns, and areas you work with clients in from your Taunton office?
We’re based in Taunton and work with clients throughout the south-west, including but not limited to Plymouth and Exeter, as well as further afield via video call.
What makes your firm different from other financial advisers and planners in Taunton?
We built our business on old-fashioned values – time, trust, and getting to properly know our clients. That’s backed up with best-in-class financial planning technology and cashflow modelling. It’s a rare combination: the personal, unhurried attention of a close-knit local team, with the infrastructure and resources of the wider Cardan Financial Group behind it.
Praise you can trust in
These real clients were kind enough to share their honest thoughts about their experience with us.
Andrew always takes time to listen to our wishes and plans and gives us the confidence to make the right financial decisions for our family. We have been very happy to recommend him to friends and family who have also felt supported and listened to.
Mr and Mrs B
26th August 2026
We have always found Andrew easy to talk to and discuss all financial matters relating to our savings and income. His explanations of financial investments are easy to understand and the advice has always been relative to our needs.
Mr and Mrs D
29th August 2026
Andrew is professional, friendly, and extremely helpful. He makes everything easy to understand and gives great advice. I would highly recommend Andrew to anyone looking for a trustworthy financial adviser.
Client LN
22nd October 2026
Simon Reeve provides a great service to me, always on hand to answer any queries, and I’m very happy with the investment products recommended five years ago which I still hold.
Client SH
10th July 2026
The service is exemplary. I feel very safe putting my financial future in Andrew’s hands, and believe he is doing his best to make it as secure as possible.
Client KW
1st September 2026
Everything has been very straightforward and the results in terms of growth have been positive.
Client JT
14th July 2026
Always a pleasure to meet up with Andrew, who is always knowledgeable and helpful.
Client AC
25th August 2026
Andrew and the team have been thoroughly helpful and illuminating.
Client AS
4th September 2026
Excellent – professional, straightforward, and client-focused.
Client GE
9th July 2026
Very responsive and proactive.
Client CW
12th July 2026