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about us

Our Expertise and Commitment

Decades of Experience in Global Financial Services

We pride ourselves on being an independent investment promoter, operating within the legal framework of Section 21 of the Financial Services and Markets Act 2000. For more details, please refer to our Legal Disclaimer section on our website. Our team of executives and management boasts over 60 years of collective experience in asset-backed investments and financial services globally. We have successfully navigated multiple economic cycles, staying resilient through various market conditions.

What We Do

High-Yield Investment Opportunities

Decades of Experience in Global Financial Services
Our focus is on asset-backed investment fundraising, primarily targeting sectors such as property, land, cemeteries, hotels, and holiday resorts. We strive to offer higher returns than traditional banks or listed alternatives, providing turnkey or ‘hands-off’ investments through loan notes that are secured and managed by UK trustees, accountants, and law firms. Investors can expect annual returns ranging from 7% to 12%, with investment terms typically spanning one to three years. We offer quarterly interest payments and full capital returns at the end of the term. Most of our clients choose to reinvest in new or similar opportunities upon the completion of their initial investment period.

Asset-Backed Securities

Specialised expertise in asset-backed investments.

Global Financial Services

Extensive experience across global markets.

Risk Management

Strong focus on mitigating investment risks.
Cudlipp & Partners

Meet Our
Team

Our team is our greatest asset. Comprised of seasoned professionals with decades of experience in asset-backed investments and financial services, our experts are dedicated to providing you with the highest level of service and the best investment opportunities. Each member of our team brings a unique set of skills and a commitment to excellence, ensuring that your financial goals are our top priority.

Harry Cudlipp

Harry Cudlipp

CEO, Business Development at Cudlipp & Partners

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Denise Cudlipp

Denise Cudlipp

Managing Director, Manager at Cudlipp & Partners

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Kirsty Cudlipp

Kirsty Cudlipp

Executive Administrator at Cudlipp & Partners

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Andrew Hennessey

Andrew Hennessey

Sales Manager at Cudlipp & Partners

SOPHISTICATED INVESTOR AND/OR HIGH NET WORTH INVESTOR STATEMENT

I make this statement so that I can receive promotional communications which are exempt from the restriction on the promotion of non-mainstream pooled investments. The exemption relates to self-certified sophisticated investors and certified high net worth investors. I declare that I qualify as such because at least one of the following applies to me:

Sophisticated Investor

I qualify as a Sophisticated Investor because at least one of the following applies to me:

  1. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below.
  2. I have made more than one investment in an unlisted company in the two years prior to the date below.
  3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.
  4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

High Net Worth Investor

I qualify as a High Net Worth Investor because at least one of the following applies to me:

  1. I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).
  2. I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:
    • (a) the property which is my primary residence or any money raised through a loan secured on that property; or
    • (b) any rights of mine under a qualifying contract of insurance; or
    • (c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled; or
    • (d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.