Clarity & Confidence

At Codec we look after individuals and families who want clarity and confidence around their finances. We invest in long-term partnerships - building trust and supporting our clients through every stage of life.

We’re here to support you at every stage of life - whether you’re building wealth, making the most of what you already have, running a business or managing a compensation award.

  • Individuals & Families

    Whether you're building wealth through your career, approaching retirement, or planning your estate, having a structured financial plan significantly improves your chances of long-term success.

    We help you invest strategically, make tax-efficient decisions, and build sustainable financial security for the future.

    Services Include

    ✔ Financial Planning & Cash Flow

    ✔ Investments (including ISAs)

    ✔ Retirement Planning (Pensions)

    ✔ Inheritance Tax Planning (IHT)

    ✔ Protection (Insurance)

  • Court of Protection & Personal Injury

    We work closely with deputies, professional support teams and families to manage and protect funds for those who need it most.

    As specialists in post-settlement advice, Codec leverages extensive expertise in Court of Protection and Personal Injury - ensuring financial frameworks evolve alongside an individual’s long-term needs.

    Services Include

    ✔ Lifetime Cash Flow Planning

    ✔ Investment Management

    ✔ Personal Injury (PI) Trust Investments

    ✔ Reporting & Compliance

  • Business Owners & Entrepreneurs

    Your business and personal finances are intrinsically linked — yet major financial decisions often get delayed while you focus on the day to day challenges of entrepreneurship.

    We work with business owners and entrepreneurs who want clarity around what comes next — whether that means scaling, succession planning, or preparing for exit.

    Services Include

    ✔ Business Exit & Succession Planning

    ✔ Personal Wealth Planning

    ✔ Tax-Efficient Profit Distribution

    ✔ Business Protection

    ✔ Family Investment Companies (FICs)

What working with us gives you

➜ A clear financial plan built around you

➜ Independent, whole-of-market advice

➜ Clear, transparent charging structure

➜ Ongoing support as life evolves

➜ Clarity, confidence and control over your finances

Clarity begins with a conversation.

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Commentary here reflects personal opinion & should never be considered as financial advice. Past performance is not a guide to future returns and the value of investments can fall as well as rise. You may get back less than you originally invested.

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Codec and Codec Wealth Ltd (Company Number 17032534) are trading names of Financial Solutions Group Limited, an appointed representative of Prydis Wealth Limited, which is authorised and regulated by the Financial Conduct Authority || Registration Number 432014