What Drives Us Forward
We built cadenovariqo around a simple idea: financial services shouldn't feel like navigating a maze blindfolded. Since opening our doors in Bristol back in 2019, we've worked with clients who want clarity over complexity.
Built on Real Conversations
Here's something we learned early on—people don't need another lecture about compound interest. They need someone who listens first. Last month, a client told us our approach reminded her of talking with a friend who happens to know a lot about money. That stuck with me.
We spend less time presenting flashy proposals and more time understanding what actually matters to you. Sometimes that means challenging conventional advice when it doesn't fit your situation.
Three Things We Won't Compromise
These aren't just nice words on our website. They shape every decision we make.
Clear Language
We translate financial jargon into plain English. If you can't understand what we're recommending, we haven't done our job properly. No exceptions.
Aligned Interests
Our fee structure means we succeed when you do. We've turned down business that didn't meet this standard—it's worth it to maintain trust.
Honest Limitations
When something falls outside our expertise, we'll tell you. We'd rather refer you to someone better suited than fumble through unfamiliar territory.
How We Actually Work
Forget the typical sales pitch. Our first meeting is about understanding your current situation—no pressure, no commitments. Roughly half the people who walk through our door end up working with us. The others get honest guidance about their best next steps, even if it's not with us.
For clients we do work with, expect regular check-ins that go beyond portfolio performance. Life changes, markets shift, and strategies need updating. We stay in touch.
- Initial conversations focus on your goals, not our products
- Transparent fee structures explained before any agreements
- Regular reviews scheduled at your convenience
- Direct access to your adviser without endless phone trees
A Word from Our Team
"The best part of this job? Watching clients gain confidence in their financial decisions. Not because they followed our advice blindly, but because they understood the reasoning behind it."
Saoirse joined us in early 2023 after spending years frustrated with the industry's opacity. She brings a background in educational psychology—turns out explaining complex financial concepts clearly requires understanding how people actually learn.
She heads up our client education initiatives and makes sure everyone on the team remembers we're here to serve people, not portfolios.
Saoirse Khatri
Client Relations Director
Let's Start a Conversation
Whether you're exploring options or ready to move forward, we're here for genuine discussions about your financial situation. No hard sells, no pressure—just straightforward guidance from people who care about getting it right.
Get In Touch