Overview

Your investment assets are held in custody with leading global custodians for security and safekeeping, and registered in your own name rather than through a nominee company.

You retain control over your assets while we provide continuous and succinct advice on how those assets ought to be positioned throughout the market cycle.

With no proprietary products, we are free to offer unbiased advice based solely on your requirements. We are not tied to the views, products, or services of any one investment firm.

Our advice is personalised to you and your own unique circumstances. Our role is to deliver investment perspectives and insights that help you meet your financial objectives.

We dedicate our time and resources to help you navigate the financial markets and their cycles.

Cadence Capital is a private company owned by its employees. We have no external shareholder influences.

Our fees are transparent and competitive. We charge fees for our advice but do not charge our clients commissions on investments.

Regulatory information

Cadence Capital Advisors limited are regulated by the Central Banak of Ireland.   Further information on its regulatory role is available on the Central Bank’s website www.centralbank.ie.

Cadence Capital Advisors Limited is also authorised as an investment business firm under Section 10 of the Investment Intermediary Act, 1995 (as amended) to provide the services of an Investment Intermediary.  The firm is authorised to provide investment advice and/or receive and transmit orders to product producers from whom a written letter of appointment is held, in relation to the following investment instruments:

Listed shares and bonds

Collective Investments

Personal Retirement Savings Accounts

The products for which Cadence Capital Advisors Limited has appointments to act are deposit instruments, units or shares in collective investment schemes including unit trusts and UCITS, tracker bonds, shares or bonds that are listed on a stock exchange, insurance policies, personal retirement savings accounts, mortgages, and health insurance. These include life assurance and other protection policies, pension products (including small self-administered pension schemes), and savings and investment life assurance policies.

Cadence Capital Advisors Limited’s Registered Number is 644517 and Cadence Capital Advisors Limited’s Central Bank of Ireland Reference Number is C191261.

Cadence Capital Advisors Limited’s Terms of Business for regulated activities is available here

Cadence Capital Advisors Limited’s Privacy Statement is available here

Cadence Capital Advisors Limited’s Sustainable Finance Disclosure Regulation statement is here.

Cadence Capital Advisors Limited’s Commission Policy is available here.

Cadence Capital Advisors Limited does not hold client assets.

Cadence Capital Advisors Limited is regulated by the Central Bank of Ireland.

Last Updated: 17 January 2023